Wealth Protection Readiness Assessment

Measure and improve your wealth structure's resilience against forced heirship, creditor exposure, and multi-generational dilution.

18 strategic questions analyzing your asset protection, estate planning, and tax optimization

Detailed 6-page PDF identifying your specific risks and recommended solutions

Analysis of Pillar 3a/3b limitations, cantonal wealth tax, and cross-border complexity

Based on Liechtenstein foundation law and Swiss tax principles

Created by an advisor who built his own Graf Family Foundation in 2021

Honest assessment of whether foundation structures suit your situation

What You'll Receive

Risk Exposure Score: 0-130 point assessment of your wealth structure vulnerabilities
Detailed PDF Report: Personalized analysis delivered to your email within minutes
Swiss-Specific Analysis: Pillar 3a/3b limitations, wealth tax burden, forced heirship exposure
Actionable Recommendations: Clear next steps based on your asset level and priorities

Time Required: 5-7 minutes | Cost: Complimentary | Result: Immediate personalized report

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Your personalized Wealth Protection Assessment Report is being prepared and will be sent to your email within the next few minutes.

Your detailed 6-page PDF report will arrive shortly at

Your report includes your risk exposure score, identified vulnerabilities, and personalized recommendations

Book your complimentary 30-minute consultation below: