Tax optimisation built for you
The inheritance tax burden anticipated and kept under control, including in cross-border and international situations.
Plan your transfer early. Protect the people close to you.
Structure the transfer of your wealth early to preserve its value, optimise its tax impact and give your heirs peace of mind.
Protect your heirs.Make your assets last.
An unplanned successionAssets or heirs abroadProtecting a spouse & heirsMany legal & tax parties involved
The wealth you have built
Everything you hold across financial, property and business assets.
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RidgeRock
RidgeRockStructuring built for you
Beneficiary clauses drafted, lifetime gifts arranged and the tax burden optimised.
A transfer under control
Your assets pass exactly as you intended, with full legal certainty.
Pass on your wealth.Preserve its value.
Strategic anticipation
Structuring thought through early, free of pressure or urgency.
Capital preserved
Targeted tax optimisation so the whole of your assets reaches the people close to you.
Global coordination
Your tax, property and wealth considerations aligned to the letter.
How we structure your succession
1.
In-depth succession audit
A detailed analysis of how your assets are composed, of your family situation and of how your wishes are written down.
2.
Structuring and optimisation
Your contracts, gifts, agreements and tax arrangements aligned for a transfer without friction.
3.
Execution and support
Your transfer plan deployed rigorously and adjusted continuously by your Family Officer.
The benefits of planning your transfer early
Asset engineering & structuring
Your holdings organised rigorously for a clear, smooth and legally secure transfer.
Your wealth levers in synergy
Strategic alignment between your pension contracts, your property and your investment portfolios.
A dedicated Family Officer
One point of contact steers your file, from the first decision to the long-term stewardship of your wealth.
Framed like a bank, beside you like a partner.
Regulated by FINMA
We are subject to the same rules as banks and supervised by the Swiss financial market authority.
Your assets at major custodians
We open your account at UBS or another major bank, in our offices. Your money stays in your name, at the custodian.
A 10-year track record
A strategy proven over more than ten years, through rising and falling markets alike.
Vos conseillers.
Antoine Ducroux
Managing Partner
9 years in investment and banking
Arthur Silvestre
Managing Partner
10 years in wealth management and strategic advisory
Valentin Foucard
Partner
5 years guiding clients through their wealth journey
Giacomo Esquerré
Partner
10 years of expertise in digital, client experience and communication
What they say our clients.
5.0Google Reviews
3 reviews
Excellent experience with RidgeRock, I greatly appreciated the availability of the teams and the time that was given to me. Moreover, their wise advice effectively guided me in my projects. I highly recommend!
66 reviews
RidgeRock is different from any other financial service I’ve dealt with. Their team is approachable, down-to-earth, and always honest. They took the time to explain every step of my mortgage in a way that made sense, and I never felt rushed or pressured, just supported.
4 reviews
Arriving in Switzerland is not always simple, but thanks to the support of Antoine Ducroux, everything has become clear and smooth. His professionalism, responsiveness, and listening ability are remarkable. Beyond the administrative and financial aspects, it is a true human experience: Antoine takes the time to understand, explain, and guide at every step. It's rare to find such a level of commitment and seriousness. I recommend without the slightest hesitation!
1 review
A great experience with Ridgerock! Thanks to Arthur for being available, clear in his explanations, and especially for the very good advice. I recommend without hesitation!
4 reviews
Delighted with the advice and information received from Valentin and Antoine. Everything was explained so well. I have a very good understanding of the procedures to follow in Switzerland and my support as a freelancer. I will recommend.
10 reviews
A professional and attentive team that offers high-quality strategic advice. I highly recommend
11 reviews
I am very satisfied with the support received from RidgeRock Partners. The team is young, motivated, and dedicated, and this is reflected in the quality of the service. Thanks to Valentin, who took the time to understand my profile and was able to offer me the best savings solutions tailored to my needs. Serious, available, and professional: I highly recommend using their advice!
1 review
Serious team attentive to financial needs. Very good advice and investments. I recommend.
41 reviews
I recommend RidgeRock Partners for their proven skills, sound advice, and flexibility.
Wealth Checkup Offered.
A complete review of your wealth, offered. The document is yours to keep, whatever you decide next.
Questions?
The earlier the better. Preparing calmly and in advance gives you the time to make the right choices and to preserve the value you pass on. An anticipated approach always leaves more room to manoeuvre than a decision taken under pressure.
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Past performance is no guarantee of future results. Every investment carries risk, including the partial or total loss of the invested capital. RidgeRock Partners Sarl does not provide tax or legal advice.