Legacy

Planning and Preserving Wealth Legacy

To preserve and grow your wealth while ensuring it benefits your family and the charities and people your hold dear. Implementing a legacy strategy which reflects your unique circumstances, and which reflects your risk comfort level. Our personal, dedicated touch assures a collaborative approach and of your specific priorities.

Our Wealth Planning branch is committed to providing an individual approach to guide you through any complexity in planning and make available to you select opportunities based on your current objectives. We know there are many factors to consider and can help you address issues in devising a wealth strategy and ensuring your legacy plan is respected and enacted.

Fiduciary and Administrative Capabilities

Our U.S. fiduciary services team delivers excellence in both fiduciary and administrative tasks to match your objectives. With decades long experience and a proven track record in this area, the fiduciary team of experts will work with you to provide personalized services for your specific needs. Internationally, we can coordinate with leading third-party fiduciary service providers depending on your specific circumstance and country of residence.

Preparing and Educating for Succession

In the transference of wealth to future beneficiaries, we will collaborate with the designees during the transition and educate them on the duties in the future as per your wishes.

Wealth Planning

A comprehensive wealth strategy begins with a holistic approach that address all your long-term goals and plans for your future legacy. We focus on estate and trust planning, life insurance and philanthropy within the scope of big picture, long term wealth strategy. We also partner in collaboration with your legal team, CPAs, and any additional advisors in order to successfully execute your ultimate life goals as you envision them as part of a larger wealth strategy.

Pre-Transaction Planning

We work with you and utilize a holistic approach when sifting through all offers to buy. We will itemize and work through every detail to evaluate your opportunities and consider any future potential implications. Simultaneously, we factor in your lifestyle desires when it comes to future spending, to adjust and review the right choices.

The Sale of Your Business

Our experienced team can help you prepare for the exit sale of your business as part of a holistic approach to wealth planning and one that is aligned with your future objectives and wealth vision.

The exit sale of your business is perhaps the most complex transactional decision of your professional career. Often a complicated and emotional transition, our Wealth Planning experts will guide you through the intense process while implementing our holistic approach that not only addresses your personal financial, estate planning and charitable giving objectives, but allows you to focus on what matters. Our team, with a deep breadth of knowledge, attends to the complex business of the sale, while you continue to manage the day-to-day operations of your business.

Investment Management

How you devise a plan to manage your future investment goals and growth strategy? In partnering with your Relationship Manager, we will help you to:

  • review all your cash management options;
  • implement an investment strategy that is based on a holistic approach that suits your needs
  • offer access to select liquidity and financing options
Investors that participate in transactions with Sal. Oppenheim will participate either directly with Sal. Oppenheim or with one of Sal. Oppenheim’s third-party licensed service providers. Participation in a transaction through a licensed service provider may be required where the laws, rules, and regulations of the jurisdiction in which the client conducts business or in which the transaction will occur require licensing of a service provider for the type of transaction that will be conducted. Sal. Oppenheim directly conducts business and engages in transactions if and only if the jurisdiction of the transaction and of the investor does not require licensure, or if a clear and valid exemption or exclusion from licensing is stated in applicable laws, rules, and regulations.

Contact Us

Dammstrasse 19, Zug, 6300
info@oppenheimbank.com
✆ +43 7200 22 830

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