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Estate Planning


Because lasting personal wealth requires long-term planning, we offer more than just asset management expertise.
It is perhaps the entrepreneur's fondest wish: to pass a business on to a daughter or son. Yet actually making the transfer can be complicated and often includes undesirable compromises for parents, children or both.

Following an in-depth analysis of your overall personal situation, our financial planning specialists and your asset manager will provide advice and solutions tailored to your specific requirements, including:

  • structuring your assets, whether they are financial investments, real estate, business assets, or art, for example, by creating an appropriate legal entity
  • ensuring that your asset management instruments are appropriate to your short, medium or long-term objectives
  • optimizing your tax situation and your retirement provision
  • preparing for a change of residence or for retirement
  • planning to pass on your estate


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