Estate & Succession Planning
We understand the importance of planning for the future and safeguarding the financial well-being of your family.
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Our team of experienced professionals is dedicated to providing personalised guidance, tailored strategies, and the peace of mind that comes with knowing your legacy is in capable hands.
Our succession and estate planning services are designed to help you navigate the complexities of wealth transfer, minimise tax liabilities, and ensure the seamless transition of your assets to your heirs.
Situational analysis
Covering personal, familial and professional perspectives. This includes financial investments, real estate, works of art, income sources, expenses, objectives in terms of financial and private return and wishes for asset transmission.
Defining your project
Involves appropriate planning and optimisation in terms of asset protection and transmission, retirement, tax, asset diversification, accounting consolidation of all asset types, and relocation in an effective and sustainable manner.
Project Implementation
Involves the setting-up of appropriate legal entities (Trust, Foundation, Company, etc.), reorganising and optimising real and financial assets, estate planning through the establishment of wills and organising for asset relocation if required.
An investment in knowledge pays the best interest.
BENJAMIN FRANKLIN
Other services
In addition to our core activity of wealth management, we have diversified our competencies and offering.
Specialised entities within the group provide services that successfully integrate wealth management and corporate services with legal and tax advice, as well as IT and real estate.
Our aim is to provide services tailored to our clients’ requirements, and allow them to discover new investment and business opportunities, with the overall objective of helping them grow and thrive.