Elmar Fischer

City 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.

Qualifications

Relevant Diplomas

  • TestedMaster of Advanced Studies FHNW in Banking and Finance, 2009

  • TestedPromotion 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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