Estate planning

Because lasting personal wealth requires long-term planning, we offer more than just asset management expertise.

Following an in-depth analysis of your overall personal situation, our financial planning specialists and your asset manager will provide advice and solutions tailored to your specific requirements, including:

• structuring your assets, whether they are financial investments, real estate, business assets, or art, for example, by creating an appropriate legal entity
• ensuring that your asset management instruments are appropriate to your short-, medium- or long-term objectives
• optimizing your tax situation and your retirement provision
• preparing for a change of residence or for retirement
• planning to pass on your estate