Succession Planning

Definitie

Succession planning is the process of arranging the transfer of wealth and assets to the next generation in an orderly and tax-efficient manner. Trusts are commonly used as a vehicle for succession planning, providing structure, continuity and governance.

Context

Deze term wordt veelvuldig gebruikt in de context van trustadministratie in Zwitserland. Het begrijpen van dit concept is essentieel voor internationale families, ondernemers en juridische professionals die truststructuren geadministreerd vanuit Zwitserland overwegen of beheren.

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