Estate planning
You have a sizeable portfolio of assets and you want it to work for you. You also need to protect and safeguard your portfolio for the next generation. We undertake an in-depth analysis of your needs, your family and personal situation to help you with:
Inheritance planning
- We can 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 valuables collections
Making your philanthropy project a reality
When considering plans for passing on their estate, many clients start to think about the philanthropy option. To help our clients bring their projects to fruition, we have a full range of services based on our financial expertise, our experience in the charitable domain, and offer access to our extensive network of contacts.
