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.
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 is a key consideration for entrepreneurs and owner-managers, particularly when preparing for:
The organisation of private wealth is part of a comprehensive approach designed to support clients through the key stages of their wealth journey, including:
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.
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.
The legal and tax strategies we design systematically incorporate a financial dimension, based on a twofold approach:
taking into account projected investment performance, the associated tax implications and anticipated liquidity requirements.
while ensuring consistency with the asset allocation strategy defined alongside private bankers and our investment management teams.
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.
