As inheritance and lifetime gifting volumes reach record levels in Switzerland and more than 50% of Swiss private wealth is now derived from such transfers, too few individuals are taking concrete steps to actively plan their estate.

Yet, in estate matters as in aviation, performing a proper briefing and filing a timely flight plan is a fundamental safety principle. In a context marked by increasingly diverse family structures and the growing internationalization of private wealth, taking appropriate measures in advance helps protect loved ones and reduces uncertainty at the time the estate is opened.