When faced with complex asset and family structures, it makes sense for families to do comprehensive and long-term wealth planning. This is especially important in cases where, for example, certain family members live abroad, assets are partly tied up in the family business or income is derived from several sources in different countries. The offer of our products and services is not available for all investors.
Long-term asset allocation tailored to your needs not only offers a higher rate of return, but also makes it easier to plan ahead while remaining flexible. It also facilitates the transfer of assets. Wealth planning covers areas such as identifying the most suitable legal form for a company and investment options such as individual funds, a foundation or insurance-related solutions.
We take a systematic approach to transferring wealth that considers all aspects and involves all stakeholders.
Wealth planning is especially important for complex situations. Are you looking for assistance in planning and implementing your philanthropic activities? Or would you like to reposition your assets with a view to making them more sustainable? You will find attractive solutions for all of your needs here.
We have touched only briefly on a selection of topics here. If you would like to learn more, you might be interested in the following: