We take a holistic, global, yet personalised approach to assessing your needs, which allows us to provide you with long-term, bespoke solutions.
Wealth planning.
Wealth management isn’t just about building a portfolio.
Inheritance.
We help you to ensure a smooth transition of wealth from one generation to the next.
From organising lifetime gifts, drafting and implementing your testamentary dispositions, or identifying and implementing the right succession planning vehicle; we ensure that your wealth is structured around your objectives and any legal and tax implications that may arise when passing it on.
Financial planning.
We organise your wealth to support your needs and goals, both now and in the future.
To this end, we run in-depth wealth diagnostics, including analysing your professional and private projects, in order to manage your liquid assets and measure the growth in your wealth over time.
Relocation.
If you’re thinking about moving, we help you identify any personal, legal and tax issues that may arise, so that you can make the most informed decision.
If you do decide to relocate, we’ll structure your assets according to the prevailing rules and laws in both jurisdictions of departure and arrival. We’ll also support you with any administrative tasks your move creates.
Family business.
As an independent family business counsel, helping other families organise, protect and transmit their wealth is part of our DNA.
We offer seminars about various topics specific to family businesses, such as governance, succession and wealth planning.
Fiduciary and trust services.
We help you create and administer legal entities (companies, foundations, not-for-profit entities or other structures) and trusts.
Our support includes accounting and administrative tasks, organising and running committees and meetings, and liaising with external stakeholders.
