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 , 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 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

How to Open an Offshore Account

Offshore banking has gained significant attention over the years, offering individuals and businesses alike a multitude of benefits. From tax advantages to increased financial privacy, offshore accoun...

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.

Photo of a villa

Estate Planning

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 , 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 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

Offshore Banking in Switzerland

Why you should trust one of the most prosperous countries to hold your wealth. Do you trust your bank? Do you think that your money could be safer or that your bank could be doing more with your money...

5 Investments for Fighting Inflation

Investors around the world are at the whim of the adverse effects of inflation. To hedge against the decreasing value of the dollar, investors need to plan appropriately. In this article, we look at f...

Tax Efficiency

Tax efficiency is a strategy used by individuals and businesses to lower their tax responsibility legally. The goal is to pay the least amount in taxes possible. Individuals and businesses will open i...

For specific service information please send us a message.