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.
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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.
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​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.
We have the expertise to accompany you throughout this crucial step. Whether you are an expatriate, investor, businessperson, or a retiree, we will organise everything for you, turning your personal relocation into a stress-free process for you and your family.
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We offer a wide range of services, intended to be time-saving and to make your life easier, including assisting with finding and maintaining a property, application and renewal of occupation or residence permits for you and your family, dealing with local authorities and other bespoke private services.
Plans are of little importance, but planning is essential.
WINSTON CHURCHILL
Other services
In addition to our core activity of wealth management, we have diversified our competencies and offering.
Wealth Planning & Structuring
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.