Wealth Planning
Our experts are here to help
you achieve your goals

Helping you manage your personal and professional assets

Our multidisciplinary and international team of experts can help you with topics including wealth and estate planning, relocating people or activities, and making arrangements to achieve your aims while optimising your personal tax position.

The evolving role of trusts in wealth planning

Assess and plan the future of your wealth

Lombard loans – an integral wealth management instrument

Protect your family

Estate planning represents a genuine opportunity to make the most of your assets and gain peace of mind. Set your own terms and benefit from the many solutions on offer as you make arrangements to pass on your wealth in the way you expect.

Secure the future of your business

Transferring a business is a key milestone and an opportunity to secure its future. We offer an array of solutions tailored to your objectives and the wishes of your heirs and associates.

Manage international assets

Protect and grow your international assets today while optimising your estate planning for tomorrow. Our international wealth structuring experts analyse your personal situation and offer solutions tailored to your needs. You can benefit from specific structures including life insurance policies and other wealth management structures and investment vehicles.

Finance your projects

We offer financing solutions you can rely on as you look to achieve your personal or professional goals. Our experts are here to help you increase your investment capacity and secure financing without having to sell your financial assets.