Wealth planning

Trust

We advise on all aspects of setting up, administering and, if necessary, liquidating trusts. Despite recent tax changes, trusts still offer families an effective means of wealth succession down the generations, while protecting them from family disputes and unexpected events.

Advice and estate planning

Succession planning is an intimate and necessary aspect of any family's life. With extreme discretion, our advisors are available to provide tax and legal advice on estate law and to implement the structures necessary to govern the family's legacy beyond the settlor.

Asset protection structures

By listening carefully to our clients' needs, we provide targeted solutions that ensure stability and efficiency, including: Trusts, holding companies and family pacts, foundations, insurance policies or trusts. All these structures are set up, administered and - if necessary - liquidated by us.

Will and Testament

It often happens that an independent third party is required to administer a will. As the client's trusted counterparty, we act as executor to ensure the successful execution of the deceased's last will and testament.

Family Governance

Major business families face challenges, both financial and moral, in the intergenerational transmission of family wealth. Our consultants act as privileged interlocutors to set up and regulate family governance, in the interest of each family member.

Private Funds

Private funds are an alternative way in which small groups of investors can invest in private equity, credit, venture capital, real estate, and infrastructure funds.

A private family fund is usually set up for family members. It’s only accessible for members of the family for the purpose of keeping your family wealth together. It can invest in a range of asset classes on a collective basis and can be controlled to ensure that your specific family objectives and goals are met.

Trust, Foundation, and companies’ services

We assist with the establishment of trusts, foundations, and other asset-holding vehicles to facilitate succession, and inheritance planning. Once the preferred structure is set up, we make sure it runs smoothly. We provide trustee, foundation’s council members and other fiduciary services to manage the preferred structure in a compliant way. We can also offer company secretarial services and a registered office – while maintaining appropriate records and accounts for the structure.

Our experts have many years of experience in setting up and managing foundation and trust structures and can navigate the complexity of providing global solutions for you.