The financial challenges associated with retirement and nursing homes are attracting increasing public attention. As life expectancy rises, so do the need for care and the related expenses. For wealthy individuals and their families, this can represent a significant financial burden. Accordingly, there is a growing need to take early measures to protect one’s assets from the potential costs of a nursing home stay.

Entering a retirement or nursing home becomes inevitable for many older individuals and can, depending on the level of care required and financial situation, result in annual costs of up to 100,000 Swiss francs. Those who wish to preserve their assets rather than deplete them through these expenses, and instead pass them on to the next generation, should address appropriate protective measures early on. These include, among others, tax, income, and asset-related considerations, as well as matters concerning gifts, inheritance advances, marital or inheritance law arrangements, intergenerational agreements, and insurance solutions. Timely, independent, and comprehensive planning is crucial to safeguard one’s assets effectively—especially in the interest of your children.

Take advantage of the flexibility for an individual solution; together, we address the following topics:

As holistic yet fully independent advisors, we guide you from the very beginning. We provide straightforward, tailor-made support designed to meet your individual needs.