Our wealth planning services are geared towards private clients who want to optimise tax planning in a legitimate way, see their wealth grow, and pass it safely on to future generations.
The relationship that we have developed with our private clients is built on respect and trust, and is developed for the long term. Our services are put together to cover all major events in the lives of our clients and their families.
More specifically, we can provide guidance on the following subjects:
- Family offices
- Estate assessment
- Consolidation of assets
- Tax planning (including cross-border issues)
- Wealth structuring
- Asset protection
- Ownership and controlling strategy
- Estate planning
- Relocation
- Private insurance
- Family matters and governance
- Philanthropy