Honouring what has been received, shaping what one wishes to pass on.
Receiving an Inheritance
Inheriting is a pivotal stage that blends emotion and responsibility. Beyond financial assets, you receive a history, values, and sometimes challenges. Our mission is to help you welcome this wealth with serenity, transforming this transmission into a lever for longevity.
"Passing on wealth is no longer just bequeathing assets, but embracing a diversity of paths. Perpetuating is ensuring a framework capable of uniting generations while accepting their differences."
Lionel Aeschlimann
Senior Managing Partner
"Passing on wealth is no longer just bequeathing assets, but embracing a diversity of paths. Perpetuating is ensuring a framework capable of uniting generations while accepting their differences."
Lionel Aeschlimann
Senior Managing Partner
Are you ready to transform this inheritance into an opportunity that reflects who you are?
The arrival of an inheritance profoundly alters your financial and personal landscape. The challenge is twofold: managing immediate technical aspects (tax, legal) while defining the meaning you wish to give to this capital. We act as your wealth architect, helping you on the following points:
- Successoral responsibilities of heirs
- Tax implications across jurisdictions
- Integrating the inheritance into existing wealth
Only a minority of families (26%) involve the next generation from the beginning of the planning process. This lack of preparation highlights the crucial importance of professional support when receiving an inheritance.
Source: EY Global Wealth Research Report
Your Dedicated Advisory Team
Get personalized guidance from our experienced wealth advisors who understand your unique needs.
Ready to Discuss Your Goals?
Share your details and a dedicated Relationship Manager will reach out to understand your needs and explore how we can help.
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
