Your estate must be clear for the people closest to you. Receiving an inheritance can be a critical time for them.

A HERITAGE PLAN SEEKS TO PRESERVE
AS MANY BENEFITS AS POSSIBLE FOR INDIVIDUALS.

The estate plan is the process by which a person or a family considers their end-of-life options.  It is the most effective way to provide for legal arrangements when you die, and you probably want to control how things are handled with the people or organizations you care most about. A patrimonial plan is more than a simple testament. A good estate plan considers your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions and the estate’s corresponding taxes.

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WE HAVE MANY RECOMMENDATIONS FOR YOU

The plan could be complex or very simple depending on your personal needs.

 

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NOW IS THE TIME TO THINK ABOUT IT.

For us, the best moment is now, when we have the time to evaluate what you need to plan. We will consider your unique circumstances to protect your assets and family wealth.

Patrimonial Protection

Everything you have worked for has been to build a stable future. You may have acquired a house, land or additional property. Eventually this estate will be for your family.

From a financial standpoint, the patrimonial plan coordinates what will happen to your house, investments, company, life insurance, employees and other properties in case you are incapacitated or die.

From a personal aspect, a good patrimonial plan must include information about medical treatments, organ donations, the last will, and your final resting wishes, among other things.

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Financial solution that protects your assets.

 

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Secure the future of those you love the most.

 

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It covers all expenses and patrimonial taxes.

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With a presence in many countries around the world, MPC offers comprehensive services that represent our clear vision, upheld values, and talented people.

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MPC SWITZERLAND AG © Copyright 2019
is part of Montbrun Private Capital Group.
All Rights Reserved.

FLEXIBILITY IS
OUR STRENGTH