Founded by a team of legal strategists, financial advisors, and psychologists specializing in family enterprise, SmartSuccessionPro was created to meet a pressing need in Switzerland’s SME ecosystem — the orderly, thoughtful transfer of legacy businesses. Our methodology integrates technical precision with emotional intelligence. We are not just consultants. We are stewards of continuity.
At SmartSuccessionPro, our mission is to keep Switzerland’s most valuable businesses in steady, capable hands. We believe a family business is not just an economic unit — it's an emotional and social anchor. Our role is to ensure that legacy and leadership are handed over with intention, care, and strength.
Multi-Disciplinary. Multi-Generational.
Our team includes succession lawyers, certified wealth managers, business psychologists, and governance specialists. We are a blend of first-generation founders and family enterprise consultants who have walked this path ourselves. Our cultural fluency spans German, French, Italian, and English — because family business doesn’t stop at linguistic borders.
SmartSuccessionPro is a Swiss-based advisory and digital service platform focused exclusively on intergenerational business transfer.
Value to Clients We reduce the risks, legal exposure, and emotional strain of family business succession. Our clients gain clarity, continuity, and confidence.
Target Audience Entrepreneurs, family office managers, business-owning families (2nd to 4th generation), SME owners nearing retirement, and legal/tax advisors seeking succession partners.
Distribution Channels We serve clients through direct advisory, digital onboarding via our secure portal, webinars, succession readiness assessments, and partnerships with fiduciaries and banks.
Revenue Streams We operate on a subscription-based model for ongoing succession readiness, and fixed-fee packages for legal structuring, valuation, and transition execution.
Key Partners & Resources We collaborate with family offices, notaries, fiduciaries, private banks, and cantonal succession courts. Our platform is supported by legal databases and AI-assisted documentation workflows.
Cost Structure Major expenditures include expert personnel, digital platform development, legal compliance, and continuous education in Swiss and EU inheritance law.