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Wealth Structuring
& Planning

Holistic approach to plan for the future

YOUR CONCERNS

Wealth protection whilst optimizing transmission

Internationalization of families and assets

Increasing legal and tax complexity

OUR SOLUTIONS

Wealth diagnostic

Assets – Liabilities

Revenues – Expenditures

Patrimony’s evolution

Forecast

 

Wealth structuration

Companies

Foundations

Trusts

Insurances / ULI*

Wealth transmission

Gift

Will

Control

Tax Planning

National legislations

Double Taxation

Treaties Relocation

Wealth transmission

Professional
Assets

Financial
Assets

Real
Estate

Art &
Philanthropy

YOUR BENEFITS

Comprehensive assessment of clients’ needs:

  • Income

  • Property

  • Taxes

  • Insurance

  • Retirement

  • Asset transfer

Innovative and cross-border solutions

Experts qualified in 10 countries and speaking 7 languages**

Strong internal capabilities combined with extensive external partners and network

*Universal Life Insurance

**in cooperation with our HQ in Luxembourg