Each individual phase of life calls for a particular asset strategy.
Identifying current and future needs, quantifying these correctly
and correspondingly planning for these in advance can produce
decisive benefits for individuals as well as for their family mem-
bers.
In our view, the foundation is one of the most flexible, securest
and consequently strongest means of providing an elegant so-
lution to this difficult task. Drawing up an asset concept that
bridges several generations is merely one of many options
presented within the framework of a foundation.
Careful asset planning offers a great many advantages:
- Financial safeguards now and during retirement
- Tailored provisioning for specific persons or institutions
- Optimised, e.g. gradual transfer of assets to the successor
generation, or alternatively to business partners or third
parties
- Links to specific projects, such as for example charitable
purposes