Wealth and Estate Planning
Protecting wealth and ensuring generational continuity
Wealth and Estate Planning
Compass Asset Management SA supports families, entrepreneurs, and holders of complex assets in the structured planning of wealth transfer.
Our goal is to preserve integrity, ensure long-term sustainability, and facilitate generational succession in a coherent, effective manner — always respectful of each client’s intentions.
Thanks to our expertise in wealth management, we provide independent guidance, free from conflicts of interest, focused on the legal, fiscal, and economic soundness of the proposed solutions.
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A multidisciplinary approach
Enhancing today, planning for tomorrow
Estate and wealth planning form an integral part of a broader advisory process that brings together multiple areas of expertise, including:
- Wealth management in funds and securities
- Financial and pension planning
- Advisory on corporate and family holding structures
- Wealth consolidation and aggregated reporting
- Support in fiduciary or trust-based structures
- Tax consultancy supporting strategic planning decisions
Through centralized coordination, Compass integrates all components of a client’s wealth — financial, business, real estate, and cross-border — into a unified and consistent framework, fully compliant with applicable regulations.
Our role is that of a trusted partner: we act with independence, discretion, and discipline, providing specialized expertise and a long-term, integrated vision, in service of both the wealth itself and the generations it is intended for.