Structure the longevity of your success today.
Plan My Succession
You have built your career and your wealth on clear strategic decisions. The transfer of this legacy requires the same rigour. We help you establish a structured family governance, capable of aligning visions, preparing the next generation, and transforming your wealth into a lasting common project.
"Mirabaud is much more than a name. It is synonymous with longevity, protection, growth, and succession. As entrepreneurs, we think in years and generations, not quarters."
Lionel Aeschlimann
Senior Managing Partner
"Mirabaud is much more than a name. It is synonymous with longevity, protection, growth, and succession. As entrepreneurs, we think in years and generations, not quarters."
Lionel Aeschlimann
Senior Managing Partner
Have you planned your succession to protect your loved ones and secure your legacy?
Passing on wealth is a foundational act that goes beyond simple distribution. Given the complexity of legal and tax frameworks, the true challenge is to preserve family harmony and the financial security of your spouse. We transform this delicate stage into a serene process:
- Determination of the estate assets.
- Potential conflicts between heirs
- Legal distribution according to the family situation.
- Tools available to modify the hereditary order.
- Insufficient protection for surviving spouse
Approximately 70% of the Swiss population does not have last-will provisions in the form of a will or a succession pact.
Source: Zurich Assurance
Your Dedicated Advisory Team
Get personalized guidance from our experienced wealth advisors who understand your unique needs.
Ready to Discuss Your Goals?
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Mirabaud at a Glance
Assets Under Management
Professionals to support your goals
Clients in more than 40 countries
Generations serving our customers
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
Your Next Step
Choose the path that best fits where you are in your wealth journey