Advice & planning
Wealth planning is a core component of the support provided to entrepreneurs, owner-managers, and families.
Its purpose is to organise, protect, and transfer wealth over the long term, taking into account its legal, tax, and financial dimensions, as well as changes in personal, family, and professional circumstances.
Rothschild Martin Maurel’s Wealth Planning teams support clients in designing and implementing bespoke wealth structuring strategies, tailored to their specific objectives and developed within a rigorous, confidential, and long-term framework.
Close coordination across disciplines
Our approach is built on a closely coordinated multidisciplinary model, bringing together private bankers, corporate advisory bankers, wealth planning specialists, investment management teams and, where appropriate, Family Office professionals.
By defining, at an early stage, the ownership structures best suited to a client’s personal and family objectives, we are able to establish a coherent investment strategy that is fully aligned with their broader wealth planning goals.
This integrated approach ensures the overall consistency of the strategy implemented, from the legal and tax structuring of assets through to the execution of the investment strategy, with a long-term perspective.
Our Wealth Planning teams also work closely with clients’ trusted advisers, including notaries, lawyers and accountants, to ensure seamless coordination between all parties involved and the effective implementation of the solutions selected.
Professional Asset Structuring
Professional asset structuring is a key consideration for entrepreneurs and owner-managers, particularly when preparing for:
- a full or partial sale of a business,
- a capital reorganisation,
- the creation of a new business venture,
- or the transfer of a family business to the next generation
Private Wealth structuring and planning for major life events
The organisation of private wealth is part of a comprehensive approach designed to support clients through the key stages of their wealth journey, including:
- protecting a spouse or partner,
- acquiring real estate,
- transferring wealth to future generations,
- or pursuing philanthropic objectives.
In compliance with the relevant legal and regulatory framework, our teams develop bespoke solutions tailored to each client’s circumstances, drawing on the appropriate legal tools to achieve their objectives while maintaining effective tax efficiency.
Our involvement may be event-driven (such as following a business sale, a bereavement, or the start of a new client relationship) or take the form of a long-term advisory partnership, including a comprehensive review and redesign of wealth structures when appropriate.
Anticipation and adaptability in a constantly evolving environment
Wealth structures are regularly reviewed and refined to reflect changes in the legal, regulatory and tax landscape, whether arising from new legislation or evolving case law.
This ongoing process also considers changes in clients’ family circumstances, financial requirements and personal objectives, helping to ensure the long-term relevance and consistency of the strategies implemented.
A Fully Integrated Financial Dimension
The legal and tax strategies we design systematically incorporate a financial dimension, based on a twofold approach:
Assessing and modelling the long-term financial effectiveness of proposed solutions
taking into account projected investment performance, the associated tax implications and anticipated liquidity requirements.
Designing structures that provide maximum flexibility in wealth management
while ensuring consistency with the asset allocation strategy defined alongside private bankers and our investment management teams.
Family Office support for implementation and ongoing oversight
Our Family Office assists you on a daily basis to meet all your needs in terms of wealth structuring, asset management and monitoring, financing, unlisted assets, real estate, art, philanthropy, governance and special secretarial services.
Latest news
Press releases
Rothschild & Co appoints Grégoire Salignon as Head of Rothschild Martin Maurel
Rothschild & Co has appointed Grégoire Salignon as Head of Rothschild Martin Maurel with effect from 12 April 2026. He succeeds Alain Massiera, who will continue to play an active and strategic role within Rothschild Martin Maurel in Europe.
Press releases
Rothschild Martin Maurel continues its regional expansion with a new office in Nice
Rothschild Martin Maurel is pursuing its growth strategy by strengthening its presence in the Provence-Alpes-Côte d’Azur region with the opening of a new office dedicated to its Wealth Management activity in Nice.
Press releases
Rothschild Martin Maurel expands into the ‘Grand Ouest’ region of France
Rothschild Martin Maurel continues its growth strategy by strengthening its presence in the Western region of France with the opening of a new office dedicated to its Wealth Management business in Nantes.
Investment Strategy
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