Rothschild Martin Maurel takes a holistic approach to its clients' wealth, as well as providing them with financing solutions, including Lombard loans and mortgages. Our wealth planners advise clients on how to structure their professional assets, in coordination with our specialist Corporate Banking teams. They also advise clients on how to organise their private assets, setting up ownership structures that are suited to each client's situation and personal objectives. In addition, succession planning, with a view to mitigating tax, is handled through our Family Office services.
Each client has a dedicated relationship manager who coordinates the structure devised by our wealth planning teams. The relationship manager also puts together a strategic asset allocation intended to boost returns through an asset/liability approach that takes into account each client's specific wishes, limitations and commitments.