
Elmar Fischer
Zürich
Erbschaftscoach AG
(0 with 0 ratings)
Inheritance - Inheritance: The Inheritance Coach
I take care of finances, projects and interpersonal issues when it comes to inheritance and bequeathing. I create clarity of goals and lead a dialogue between the generations. The result is a conflict-free transfer of assets and a sensible use of the inheritance.
My inheritance coaching is aimed at people who
- want security in financial planning for the transfer of their assets.
- want concrete support in practical questions about estate planning.
- need an experienced banker to organize their finances.
- want to align their own goals with the expectations of their descendants.
The inheritance coach supports you in
- finding a solution that makes sense for everyone involved.
- tapping into the unused potential of your assets for yourself and your heirs.
- coordinating with inheritance law specialists, tax experts, trustees, asset and property managers.
- after a death.
My inheritance coaching is aimed at people who
- want security in financial planning for the transfer of their assets.
- want concrete support in practical questions about estate planning.
- need an experienced banker to organize their finances.
- want to align their own goals with the expectations of their descendants.
The inheritance coach supports you in
- finding a solution that makes sense for everyone involved.
- tapping into the unused potential of your assets for yourself and your heirs.
- coordinating with inheritance law specialists, tax experts, trustees, asset and property managers.
- after a death.
Qualifications
Relevant Diplomas
Master of Advanced Studies FHNW in Banking and Finance, 2009
Promotion in Geisteswissenschaften an der Universität Zürich, 1996
Language(s) in counseling
Deutsch
Topics:
Who inherits how much?
Settle an inheritance
Advance on inheritance
Assess the overall financial situation
Buy a home
Partner protection
Living situation
Donate an inheritance
Self-employment
Second opinion
Real estate as a pension
Affordability as a widow
Financial independence
Pension situation

Evaluation
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