{"id":823,"date":"2025-11-08T13:38:23","date_gmt":"2025-11-08T13:38:23","guid":{"rendered":"https:\/\/www.intuitae.com\/?page_id=823"},"modified":"2026-06-22T08:54:31","modified_gmt":"2026-06-22T08:54:31","slug":"conseil-en-ingenierie-patrimoniale","status":"publish","type":"page","link":"https:\/\/www.intuitae.com\/en\/conseil-en-ingenierie-patrimoniale\/","title":{"rendered":"Wealth Structuring & Estate Planning"},"content":{"rendered":"
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Advisory in allocation
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family
Governance<\/div>\t\t\t\t<\/div>\n\t\t\t\t
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Wealth Structuring & Estate Planning<\/h1>\t\t\t\t<\/div>\n\t\t\t\t
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How can you preserve your wealth? How can you use it <\/strong>to achieve your goals? How can you pass it on to future generations in the most effective way? These are fundamental questions that require a rigorous, personalised, and evolving approach. <\/strong><\/p>

At Intuit\u00e6, we help you structure, optimise, and transfer your wealth through a comprehensive approach that integrates your financial, legal, tax, and human considerations.<\/p>

Our role is to help you make informed decisions, anticipate key milestones, and develop sustainable, coordinated, and bespoke solutions. Working alongside your technical advisors and specialists, including lawyers, notaries and tax experts, we act in complete independence. Our fundamental role is to ensure coordination and consistency across all interventions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Our approach to wealth advisory is centred on identifying solutions tailored to your unique circumstances and long-term objectives. From legal, tax, and succession planning perspectives, we guide you through a comprehensive decision-making process, helping you make the right decisions at every key stage of your personal and professional life.\u00a0<\/p>

Our wealth advisory services are designed to address a range of needs including:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t

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Preserving and securing wealth over the long term;<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Organising your wealth to support specific projects;\u00a0\u00a0<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Preparing for international relocation.\u00a0\u00a0<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Our methodology<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Following a comprehensive assessment of their assets, circumstances, and objectives, we help our clients develop an integrated wealth strategy. Our mission is to identify the solutions best suited to their situation from legal, tax, and succession planning perspectives.<\/p>

We provide a comprehensive analysis of the available options, enabling our clients to make informed decisions based on a clear understanding of the advantages and disadvantages, strengths and limitations, associated risks, and potential negotiating leverage of each approach.<\/p>

Our expertise and international experience enable us to design and coordinate wealth strategies across multiple jurisdictions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

At Intuit\u00e6, we help you structure, optimise, and transfer your wealth through a comprehensive approach that integrates your financial, legal, tax, and human considerations.<\/p>","protected":false},"author":1,"featured_media":1195,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-823","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.intuitae.com\/en\/wp-json\/wp\/v2\/pages\/823","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.intuitae.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.intuitae.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.intuitae.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.intuitae.com\/en\/wp-json\/wp\/v2\/comments?post=823"}],"version-history":[{"count":35,"href":"https:\/\/www.intuitae.com\/en\/wp-json\/wp\/v2\/pages\/823\/revisions"}],"predecessor-version":[{"id":2132,"href":"https:\/\/www.intuitae.com\/en\/wp-json\/wp\/v2\/pages\/823\/revisions\/2132"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.intuitae.com\/en\/wp-json\/wp\/v2\/media\/1195"}],"wp:attachment":[{"href":"https:\/\/www.intuitae.com\/en\/wp-json\/wp\/v2\/media?parent=823"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}