Preserving your wealth

Why have recourse to Wealth Planning Services?

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?

Because 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, specialized 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 foundations, private investment companies or for life insurance policies.