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Your wealth is the product of a life's work – indeed sometimes that of several generations. When it comes to inheritance, each family faces its own set of unique challenges and questions. To help you address these, we take time to listen to you, to get to know you, and to understand your needs.
The type of questions we consider with you:
- How to broach the topic of the handover with the family? How can everyone's expectations be reconciled?
- What are the tax impacts if you sell a property or if you have a child living abroad?
- What aspects need particular consideration when it comes to marriage contracts, blended families, inheritance planning?
Estate-planning - supporting you at life's key milestones
Passing on your wealth - the keys for success
We offer you personalised, practical and reliable solutions to manage your wealth with peace of mind.