wealth planning advice,
legal, tax and inheritance issues

Working from a preliminary analysis, we help you find solutions that are best suited to your situation and objectives with regard to issues of law (types of management, holding, control of assets, ...), and/or tax (monitoring tax shields, capital gains tax, ...) and/or inheritance (living trusts, wills, protection for your spouse, ...).

Our approach to wealth planning is always multi-faceted: we use our expertise to create controls to monitor consistency in order to avoid omissions or redundancies.

We work hand-in-hand with your consultants. Our fundamental role is to create a synthesis and assure the coordination of the different participants.

Using a proven method, we help you make decisions and we ensure that those decisions are carried out.

The value we add in this area is also our ability to ensure the monitoring of solutions you have chosen. Evolving legislation, changes your family and your fortune are reasons to regularly review, as well as to anticipate the possible modification of, arrangements that have been made.

Some examples of issues that we address :

• I am going to sell (or just sold) my business and am lost in the maze of proposals my bankers are making.
• I want to have an over-all vision of my projects and the results of my investments.
• I have relational problems with my children / I have a problem about the transfer of my assets.
• I have an international issue: relocation? Tax plan? Overseas investment ?

To know more