The ideal succession solution for your fiduciary firm

Vektor AG
Vektor AG
Succession
SUCCESSION

Vektor AG offers you a solution that puts your company in safe hands and secures its future – without changing the pillars of your success.

Our succession solution

We take on the responsibility and continue your company under its established name. Your employees stay on board and your clients keep their contacts. For you, this means the certainty that your legacy is in good hands and will be seamlessly continued.

The fiduciary industry is changing

Skills shortages and AI integration require innovative solutions. As part of Vektor AG, your company gains access to a strong network and modern resources to tackle these challenges together.

Your benefits

For you as a trustee

  • Orderly succession for your life's work
  • Phased withdrawal on your own terms
  • The certainty that your firm continues to exist
  • Option to remain active – also part-time

For your employees

  • Secure jobs
  • Development opportunities and modern tools
  • Long-term stability

For your clients

  • No change of contact persons
  • Trusted service under the same name
  • Continuity in all respects

After the handover: how we work

Every handover is different. Our process adapts to your company – not the other way around. You set the pace, we accompany you step by step.

Getting to know each other

We come to your office and get to know your company, your employees, and your established workflows. We support you actively in day-to-day operations and are always available for you and your team.

Evaluation

Together with you, we analyse your processes and identify opportunities for improvement. Your expertise comes first – you know your firm best. We discuss openly what makes sense. Your opinion counts.

Resource planning

We develop a concrete plan for compensating for your departing capacity – through our own specialists, targeted new hires, or by developing your existing team wherever possible.

Individual implementation

We develop a tailored handover plan together with you, taking into account the specifics of your firm, your clients, and your team. Your tempo, your priorities – we adapt.

Your next step

Are you thinking about the future of your fiduciary firm? We would be happy to discuss your options with you in a personal, confidential conversation – without obligation.

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