We are convinced of the benefits of a long-lasting relationship based on mutual trust and mutual knowledge, in order to serve our clients' best interests. We take into account the specificities and complexities of your situation in order to provide tailored advice and establish a global strategy. Our private bankers, wealth engineers and portfolio managers work in close collaboration to provide you with support and daily monitoring of your situation and objectives.
Advice & planning
Whether you're a first generation entrepreneur, or a family working hard to preserve your generational wealth, understanding your goals and having an effective financial plan in place is vital.
Our wealth engineers are known for their technical expertise, their responsiveness and their ability to be proactive in anticipating your specific needs. They work with your private banker and portfolio manager to develop customized solutions for both tax and legal issues.
They advice on structuring your professional assets, in coordination with our Corporate Advisory Services teams. They will also define the organization of your personal assets, by setting up holding structures adapted to your particular situation and objectives. Succession planning is also taken into account, within a controlled tax framework, with the support of our Family Office services.
They will be involved at each key phase of your personal life (change of your family situation, succession planning, change of tax residence, etc.) or professional life (sale of your company, retirement, etc.).