How to Properly Bequeath Your Assets

With early and comprehensive estate planning, you can ensure that your assets are transferred according to your wishes, optimized for tax purposes, and that family conflicts are avoided.

Proxxima combines the expertise of attorneys, tax advisors, real estate specialists, and wealth managers to develop customized, multidisciplinary solutions for your estate planning.

We can assist you with matters such as wills, inheritance agreements, gifts, and foundations, as well as with the professional marketing of estate properties.

Why is it important to plan for business succession early on?

Early and systematic business succession planning secures the future of the company, preserves its values, and takes into account economic, personal, and family considerations.

Proxxima supports entrepreneurs in selecting suitable successors, filling key positions early on, and developing a sustainable succession strategy.

The consulting services also include a realistic valuation of the company, as well as guidance during the transition and support for the new managing director.

Establishment of a Foundation

Careful foundation planning makes it possible to preserve personal values, one’s life’s work, and individual goals over the long term and pass them on across generations.

Proxxima provides comprehensive support in establishing and structuring your foundation, taking into account, in particular, aspects of inheritance, tax, and corporate law, as well as individual structuring options.

Together with an interdisciplinary team of experts, we are establishing a foundation whose structure, bylaws, and purpose will permanently reflect the founder’s wishes.

Always Keeping the Founder's Interests in Mind

Family Foundation

Nonprofit Foundations

Long-term financial security for families or businesses

Successfully Restructuring Your Assets

Comprehensive wealth planning analyzes and optimizes liquidity, income, assets, and risks while taking into account personal life goals, risk tolerance, and investment horizon.

In doing so, Proxxima develops independent and product-neutral strategies that strike a balance between liquid and illiquid assets, avoid conflicts of interest, and incorporate long-term goals such as wealth preservation and estate planning.

Through structured analysis and targeted restructuring, it is possible, for example, to reduce liquidity constraints, diversify assets, and optimize potential inheritance tax liabilities.