Gedamo
IMPORTANT! Website closed and Out of Business!
The information is presented for informational purposes only, and not for public use.
The information is presented for informational purposes only, and not for public use.
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