Wealth planning solutions
Building your wealth over time : Life insurance, Corporate structures, Trusts and foundations, Dedicated funds or family fund...
Life insurance is an essential product in the area of wealth management – for saving, for investing, and for passing on wealth to the next generation. It is always productive to underwrite a life insurance contract, depending on your goals – retirement, protection, savings, wealth inheritance, tax efficiency, capital gains, additional revenues – and your financial, fiscal, legal and family circumstances.
If you would like to ensure the longevity of a family company, manage a securities portfolio, preserve works of art or protect one of your loved ones, creating a corporate structure will allow you to meet all these objectives in an optimised legal and fiscal framework.
If you would like to arrange your estate and share your assets among your loved ones according to your exact wishes and over several generations, a trust is the best possible solution. A foundation meets the same requirements but with charitable goals.
If you family wants to pool its wealth in order to manage it more efficiently we can set up a dedicated fund or a family fund, tailormade according to your personal, professional and wealth circumstances.