Since 1960, Fidinam has been protecting your wealth through proper tax planning. Our solutions allow clients to structure and preserve wealth to pass it on to the next generation, tax optimized. Our full range of services includes the creation of Trusts, establishment of Private Foundations, immigration and relocation services.
By assessing your place of domicile and interests, we can suggest, create and manage multiple asset protection and estate planning structures such as trusts, family foundations, trusteeships or precautionary mandates. Thanks to a careful listening to the needs of the client, we offer targeted solutions to ensure stability and efficiency including: holding and family pacts, donations, insurance policies, trusts and various tasks in the field of succession (preparation of statements of inheritance, division of the estate).
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.
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.
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.
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.