Wealth Planning

The transfer of your wealth is an important process that requires a long-term approach and planning. Each case is different and depends on your individual objectives, your constraints and how you choose to manage your assets, investments and projects.

Thanks to a global understanding of your wealth – private and professional – we are ideally placed to help you manage your legacy. Working alongside your usual advisors (notary, lawyer, accountant, etc.), we help plan the legacy of your wealth. We take into account your personal objectives, your financial situation and assets, as well as your legal, tax, private and professional requirements and constraints.

As well as helping you achieve your immediate financial objectives, we know that wealth management needs to be considered throughout a lifetime. We are committed to providing the comprehensive and made-to-measure management services you need.

We deploy a holistic approach to managing your wealth. Our own advisors, together with a broad network of external experts, supports you to analyse your overall wealth situation. They create a comprehensive financial overview for you and your family or business, encompassing relevant wealth planning topics such as financial planning: in-depth planning to help you achieve your financial goals wealth structuring: deploying the appropriate solutions for your family or business
retirement: providing for a comfortable future
taxation: understanding your tax obligations
succession: transferring your wealth to the next generation
relocation: understanding the impact of a potential move abroad
philanthropy: leaving your mark on the world through charitable engagement.

Interested in our Wealth Planning Service? Contacto lets talk.