Wealth Planning

Is it as important to have cash as profitable investments?

Having cash available can, at certain times, be as important as making secure and profitable investments. The need for cash can be key to the future of the family’s wealth.

Inheritance tax: How does it affect me?

Revenues from inheritance and gift taxes have reduced over the years; from an OECD average of 1.1% of total tax revenues in 1965 down to the present 0.4%.

What benefit for my assets does it have to change my country of residence?

Have you ever considered moving to another country looking for a better taxation for your assets? Why are there so many cases of athletes or artists who decide to change the country of residence for the benefit of their careers?

How do I protect my family against contingencies?

Potential family and business risks can be detected with good wealth planning, in order to protect our family against contingencies. However, without planning, structuring and organizing, we will not achieve such protection.

Family businesses: Why do they survive?

Family businesses can become a source of conflict between the different members making up the it.  However, why are there businesses that have been very successful in generational change and others that have not? Discover with BBVA in Switzerland how a family protocol can contribute to success.