Estate Planning

Wealth Management

Solid future

In Alpen’s view a thorough retirement plan is not complete without an estate plan. In our view there is only one way to make sure that your hard-earned money, assets and belongings are properly handled in the event of your death.

An estate plan will not only allow retirees to feel comfortable with the future of their wealth, loved ones will rest assured that they can fully tie up any loose ends, distribute wealth, allocate belongings while remaining in line with an individual’s wishes and values.

At Alpen Partners International, we employ a hands-on approach taking our clients personal values and goals to heart and ensure they can retire with an estate plan that works best for them and their loved ones.

Ensure your wealth and property are properly managed when the time comes.

Are you unsure where estate planning begins?

Here are just some of the estate planning steps Alpen Partners International helps our clients to achieve:

  • Make an inventory
  • Property management
  • Allocating assets
  • Healthcare directive
  • Living trust
  • Creating a will
Don’t plan alone. Create an approach that works best for you and your family. We have years of experience as family wealth planners and financial advisors.
Blog

Related articles

Buy and invest in Swiss francs

Real estate is an important part of a truly diversified portfolio. It offers an investment into a “hard asset.” This means that you’re investing into something that is real and tangible, something tha...

Shrugging Off Election Year Jitters

Election year anxiety: A common concern Election years are notorious for causing anxiety among U.S. investors. The potential shift in political power often leads to emotional investment decisions that...

Invest in Swiss Real Estate

Real estate is an important part of a truly diversified portfolio. It offers an investment into a “hard asset.” This means that you’re investing into something that is real and tangible, something tha...

For specific service information please send us a message.

GDPR Privacy Policy: This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Website: Agenza GmbH

Not US resident?

Please visit our dedicated website for non US residents.