Passing on your personal assets is one of the essential stages in your global personal wealth appraisal.
Our teams of lawyers, and tax and fiduciary specialists offer to: - adapt their expertise to your wealth management objectives in order to optimise the increase in value of your assets, - use the appropriate national and international wealth management solutions depending on your current desires and your inheritance wishes.
With your Wealth Management Advisor, you can define the legal structures for your financial or real estate investments according to your aims and choose the most appropriate tools to attain your objectives.
Your usual counsellors, lawyers, accountants or notaries remain your privileged contacts, with whom our teams can work in close cooperation. Therefore, do not hesitate to call upon the expertise and savoir-faire of your Wealth Management Advisor, who will analyse the balance between your objectives and your needs.
More information
To find out more about local Trust and Estate Planning particularities, select the country/state of your choice in the Country info rubric in the main menu.