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Preserving your wealth |
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Why have recourse to estate planning?
Because you may be asking yourself the following questions:
- Are my assets properly protected (against unwarranted claims, for example)?
- How will my assets be passed on to my heirs?
- Which is the best structure for holding, consolidating and transferring assets?
- Does the current legal structure for holding my assets meet all my requirements? Is it being properly managed?
- Are there any ways of optimising tax matters given my residence, that of my family or the location of my assets?
Because you probably hold significant assets in various countries and you have an international lifestyle, you are looking for investment advisors who are on a par with you linguistically and culturally and who really understand your legal and tax requirements.
Because, quite simply, you are looking for someone who can see the whole picture - professional and private - when handling your investments.
In order to give you the best response to your particular requirements, we provide you with:
- International legal and tax experts, specialising either geographically (nationally or regionally) or in a particular product or service, who will work in close collaboration with you and your personal advisors.
- A customised advice service for the creation and administration of trusts, foundations, private investment companies or for life insurance policies.
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