Honouring the past, building the future.
Passing on My Wealth
You embody the pivotal link: the one who built and who, in turn, must project the wealth into the long term; but longevity is not a given, it is a permanent construction. We accompany you to transform your capital into an unalterable edifice, capable of carrying your successors as far as you have decided.
"Transmission is not just a simple transfer of securities. It is the passing of the torch of a culture, its values, and a responsibility towards the future."
Camille Vial
Managing Partner
"Transmission is not just a simple transfer of securities. It is the passing of the torch of a culture, its values, and a responsibility towards the future."
Camille Vial
Managing Partner
Is your wealth organised to last through the generations to come?
The longevity of family wealth depends not only on financial performance, but also on human cohesion. The challenge is to transform a sum of individual aspirations into a collective project. Here is how the dialogue we lead with you and your family will help:
- Mastery of the tax impact of successions and gifts.
- Management of cross-border succession aspects.
- Taking necessary measures for conflicts.
- Support in the investment of the transferred wealth.
By 2040, nearly 9,000 billion euros will change hands in Europe. This unprecedented "Great Transfer" exposes unprepared families to a major risk of fragmentation.
Source: Mirabaud - Succession and family values.
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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