Rotvogel SA

Succession and Generational Planning

Legal and practical solutions that secure intergenerational transfer and protect family values across transitions.

 

Service Scope

Prepare for the Next Generation

We work with families and their advisers to design trusts foundations private funds and company structures that meet objectives.

OUR DIFFERENCE

Holistic Governance and Execution

Our process balances legal tax and family dynamics to reduce dispute risk and preserve legacy.

 

CORE Services
Tools to Protect Your Legacy

From trusts to insurance planning, we cover every aspect of succession.

Trusts & Foundations

Design and administration across jurisdictions.

Family Charters & Governance

Define roles, rights, and decision-making processes.

Succession Execution Support

Coaching the next generation and managing phased transitions.

Insurance & Liquidity Planning

Ensure funds are available when needed for tax or estate settlements.

SERVICE OUTCOME

Continuity with Confidence

We deliver legally robust plans that protect wealth and family harmony over time.

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