Wealth Planning

Our mission is to efficiently protect your wealth and ensure a safe transmission for future generations.

Thanks to our expertise, we offer tailor-made solutions helping families to achieve their goal of inter-generational succession, from the drafting and execution of family charters to establishing well-functioning family governance practices.

We cater to our clients and their structures, whether wills, trusts, foundations, holding companies, funds, life insurances or wider concerns such as supporting a cause. We can guide you every step of the way while keeping in mind that confidentiality and discretion are at the core of our activities.

Tools

Foundation
Trust
Life Insurance
Immigration

Objectives

Succession Planning
Asset Protection
Tax Optimization
Privacy