Inheritance planning
You have a sizeable portfolio of assets that you want to grow, protect and safeguard. We undertake an in-depth analysis of your needs, your family and personal situation to help you:
Plan to pass on your assets to your family
- We help you organise your will (registering donations, gifts with retention of usufruct, etc)
- We optimise your estate planning projects (adjusting your portfolio, identifying your risk/return profile in terms of your short, medium and long term objectives)
- We structure your private portfolio and your international investments using specialised investment vehicles in order to facilitate transfer
- We take care of the formalities involved in selling or passing on a family business
- We put you in contact with specialists for the transfer of your property portfolio and collections of valuables
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