Our experts can assess the legal and fiscal issues associated with the organisation of your wealth.
Protect my family & wealth
Understand your needs
Protect your family
Alongside your lawyers, solicitors, and accountants, we can advise you on the tax regulations applicable in your country of residence. For example, we can help you:
- Protect your spouse, by changing matrimonial regimes
- Transmit your wealth to your children and/or grandchildren through donations, bequests, etc.
- Prepare the future, by reviewing your insurance policies and pensions
Our wealth engineers can explain all solutions available and help you implement them.
Family governance
Safeguarding your estate requires sound family governance. We can help you establish the right decision-making structure – alongside your advisors – to manage your family assets more easily.
Why us ?
Benefit from a 360° analysis of your private and professional assets through your dedicated point of contact.
Step by step
#1
Personalised diagnosis of your assets / estate.
#2
Analysis of the legal and fiscal issues associated with your wealth situation, in collaboration with your usual advisors (lawyers / solicitors / accountants).
#3
Support implementing the solutions recommended by your usual advisors (lawyers / solicitors / accountants).