Estate Planing

Unlock the true potential of your assets with smart, scalable, and sustainable monetization strategies.

Personalized and Optimized Estate Planning

Estate planning involves organizing the transfer of wealth according to personal wishes while carefully considering legal, fiscal, and structural aspects.
At Frabet Holding AG, we support our clients in structuring their estate in a clear, efficient, and forward-looking manner, with the objective of preserving wealth and ensuring continuity across generations.

Estate planning is not only about deciding who will receive assets, but also about ensuring that this transfer is carried out smoothly, responsibly, and in line with long-term family objectives.

Organizing Wealth Transfer

According to Personal Wishes
Placing Individual Intentions at the Center

The foundation of any estate planning process is the client’s will and personal intentions. Frabet Holding AG recognizes that each individual has unique priorities when it comes to the distribution of their assets.

Designating Beneficiaries

Clearly identifying who will inherit specific assets, such as family members, business partners, or charitable organizations.

Structuring Asset Distribution

Organizing how different types of assets — including real estate, financial investments, business interests, and other holdings — are allocated among beneficiaries.

Defining Specific Conditions

Establishing conditions for asset transfer, such as timing, age requirements, or the use of structured vehicles to manage assets for minors or future generations.

Supporting a Smooth, Fair, and Tax-Efficient Transfer

Frabet Holding AG assists clients in structuring estate transfers in a way that balances clarity, fairness, and efficiency.

Ensuring a Smooth Process

Anticipating administrative and structural complexities to facilitate an orderly transfer and reduce unnecessary complications.

Promoting Fairness and Balance

Helping structure asset distribution in a transparent and balanced manner, taking into account family dynamics and long-term relationships.

Optimizing Tax and Structural Efficiency

Coordinating with legal and tax professionals to help limit unnecessary fiscal burdens and preserve asset value for beneficiaries.

Frabet Holding AG works alongside external legal, tax, and fiduciary advisors to ensure a coherent and well-coordinated estate planning strategy.

Long-Term Protection and Family Harmony

Well-structured estate planning offers benefits that extend far beyond asset transfer.

Preserving Wealth Over Time
Careful planning helps protect assets against fragmentation, future risks, and structural inefficiencies, supporting long-term asset sustainability.

Reducing the Risk of Family Disputes
By clearly defining intentions and organizing the estate in a transparent manner, estate planning significantly reduces the likelihood of misunderstandings or conflicts among heirs.

Original objectives

A Long-Term and Responsible Approach

Estate planning is an ongoing process that requires regular review as personal circumstances, family structures, and regulatory environments evolve.
Frabet Holding AG supports clients with a long-term perspective, providing coordination and strategic oversight to ensure that estate planning structures remain aligned with their original objectives.

Beyond the Basics

Our Extended Services

From strategic support to specialized solutions, discover how our additional services are designed to elevate your experience and drive greater results.