Receiving and building the future.

    Heirs & Next Generation

    The transmission of wealth is not an end, but a starting point. We accompany the next generation in welcoming this legacy, integrating its financial and emotional dimensions to transform it into a lever for autonomy, while respecting family history.

    Architecture with water reflection
    Thiago Frazao
    "The transmission of wealth is not an end, but a starting point. We accompany the next generation in welcoming this legacy, integrating its financial and emotional dimensions to transform it into a lever for autonomy, while respecting family history."

    Thiago Frazao

    Equity Partner

    Would you like to transform your family legacy into wealth that reflects who you are?

    Transmission involves much more than a legal succession: it requires intellectual and personal preparation. To prevent wealth from becoming a source of conflict or a burden, it is essential to define its governance and strategy early on.

    • Family governance and succession preparation
    • Investment strategies to preserve received capital
    • Global integration and restructuring of wealth
    • Aligning assets with your values and life projects
    Only 26% of wealthy families involve the next generation from the beginning of the planning process. Yet, this early dialogue is identified as the key factor in preventing friction and ensuring a successful transmission.

    Explore Our Solutions

    Laurence Fogal
    Pascal Meilland
    Lead advisor

    Your Dedicated Advisory Team

    Get personalized guidance from our experienced wealth advisors who understand your unique needs.

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    How We Work

    At your service, a specialized team and cutting-edge digital tools

    Relationship Manager

    Your primary contact for all banking needs

    Wealth Planner

    Expert in wealth planning and advice

    Portfolio Manager

    Investment specialist managing your assets

    Investment Advisor

    Provides tailored investment recommendations

    700+ Professionals

    Our Group at your service, in Switzerland and beyond

    Mirabaud at a Glance

    30B+

    Assets Under Management

    700+

    Professionals to support your goals

    40+

    Clients in more than 40 countries

    7

    Generations serving our customers

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    Your Next Step

    Choose the path that best fits where you are in your wealth journey

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    Your family's legacy is now your responsibility. We'll help you honor the past while building your own future. Let's develop your skills as a wealth steward.