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Legal and Tax Advice


Asset management services now encompass a lot more than just selecting financial investments. Before drawing up a comprehensive wealth plan, we first need to review your legal and tax situation and the best way of structuring your assets.

Your manager can therefore offer you the following legal services:

  • creation and administration of special legal entities (trusts, foundations, etc.)
  • advice on family law matters (marriage regimes, succession)
  • consolidated management of movable assets and real estate

As the tax policies in some countries are highly complex, our experts in international and real estate tax are available to help you to thoroughly understand the tax implications of your assets in order to optimize your personal situation.

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