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Wealth Planning & Structuring

Expert advice and experienced wisdom to plan and structure your wealth intelligently.

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We know that every client is unique, that every family is different, and that financial objectives change as well as the risks associated to it. Nevertheless, protecting and optimising your wealth remain our main objective.

It all starts with an in-depth understanding of your situation and your objectives. Together, we will work to find a solution that is suitable and relevant to your situation, and will accompany you through the implementation of your strategy.

 

For private clients, the use of trusts, foundations and private investment companies and funds are often in the forefront of their estate planning and wealth structuring needs.

In collaboration with your professional advisers, we guide you through all aspects relating to the establishment, administration, and fulfilment of private, charitable or commercial trusts, foundations and corporate structures.

 

Furthermore, as part of our global approach to wealth planning and structuring, our team can advise you on the benefits of relocating to preferential jurisdictions and accompany you in establishing your new residency.

Plans are of little importance, but planning is essential.

WINSTON CHURCHILL

Get in touch

We are based around the world. Find your most suitable office or get in touch and we will get back to you as soon as possible.

Switzerland

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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.

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