In the area of Wealth Protection & Succession, Meta Octav can offer a comprehensive suite of services that preserve and pass on wealth in a legally sound, tax-efficient, and strategic manner. These services are tailored and complement our expertise in establishing a smooth solution for Wealth Protection & Secession plan.

Here are the key services we offer in this area:

1. Succession Planning Advisory

• Tailored succession strategies for families, entrepreneurs, and HNWIs

• Business continuity planning for family-owned companies

• Cross-border inheritance planning (Swiss and international)

2. Trust & Foundation Advisory and Management

• Structuring and establishment of:

  • Discretionary, fixed interest, or purpose trusts
  • Swiss or Liechtenstein family foundations or private benefit foundations

• Appointment and ongoing support of trustees/foundation council members

• Drafting of trust deeds, letters of wishes, and foundation regulations

3. Wealth Structuring

• Design of international holding, trust, and foundation structures

• Integration of asset protection elements into legal entities

• Use of insurance wrappers or private placement life insurance for estate efficiency

4. Asset Protection Planning

• Legal risk analysis and firewall structuring (against creditors, divorce, political instability)

• Segregation of personal and business assets

• Advice on asset protection tools compliant with Swiss and international laws

5. Family Governance & Charter Development

• Development of family constitutions or governance frameworks

• Multi-generational wealth planning

• Facilitation of family meetings and mediation

6. Executor and Fiduciary Services

• Acting as executor or administrator of estates

• Fiduciary services for private clients and family offices

• Probate assistance (Swiss and international)

7. Cross-Border Tax & Legal Coordination

• Coordination of estate and inheritance planning across jurisdictions

• Collaboration with tax, legal, and financial advisors in different countries

• Avoidance of double taxation on death or gifting

8. Philanthropy and Legacy Planning

• Structuring of philanthropic vehicles (charitable trusts, foundations)

• Grant-making strategies and governance

• Succession within philanthropic structures

9. Wealth Transition Workshops & Education

• Training sessions for next-generation family members

• Wealth stewardship and financial literacy programs

• Mentoring programs with family office advisors

10. Review & Maintenance Services

• Periodic review of trust/foundation documents and compliance

• Succession planning refresh in light of legal, family, or asset changes

• Updating governance documents and beneficiary designations

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