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Wealth Planning

  • Wealth Planning

    The aim of Wealth Planning, is to address the issues faced by clients in an increasingly complex, changing and transparent world. Providing a personalised, holistic approach which integrates your specific family situation, objectives, fiscal status and legal context with our investment proposal.

     

    Wealth Planning helps you to protect, develop and ultimately pass on your wealth. It accompanies you through each stage of your life cycle.

     

    Wealth Planning encompasses a wide spectrum of needs, with each client or family having very specific requirements:

     

    Wealth structuring: How shall I hold my wealth? Do I need a wealth structure? What is the overall multi jurisdictional impact?

    Asset protection: How can I protect my wealth against claims of third parties?

    Purchase/sale of an asset: Which steps pre- / post-liquidity event?

    Succession planning: How to ensure a smooth transition of my wealth? Should I consider donations during my lifetime?

    Relocation /mobility: What are the relocation opportunities? What is the legal/fiscal impact of a move abroad?

    Family governance: How do I build a legacy with my values for the Next Generation?

    Philanthropy: How to best organise my charitable engagements?

  • We know that each client and family is different, and that you will require support around  the choices that you have to make. We are here to provide this support.

     

    • Introduce you to our network of seasoned lawyers/tax advisors/ service-providers.
    • Check your current wealth structure (e.g. trust, holding company, life insurance), or the set up of your bank account (e.g. joint account) to determine if it is still adequate in light of new laws and/or new family circumstances.
    • Coordinate with your legal and fiscal advisors and the external service-providers (e.g. Trust Companies, Insurance brokerage firms, accounting firms), to address a particular need.
    • Accompany you in every step of your life cycle.
    • Share experience and best practices developed by other families.
    • Discuss new trends and expected developments.

     

    We will work with you in addressing your specific Wealth Planning needs, in partnership with your chosen experts.