A comprehensive and well considered wealth plan is the key to taking care of your wealth for the long-term and for current and future generations. Our wealth planning team can help you whether you need a thorough review of your finances, or need specific advice on a particular aspect of your wealth planning needs.
TOGETHER LET’S TAKE CARE OF YOUR FUTURE
Wealth is always unique and reflects a history. Managing it for future generations is an essential objective that we value.
We take the time to find out about your personal, family and professional situation so that our wealth planners can define an overall strategy with you. Based on this analysis, we offer tailor-made solutions approved by your legal and tax advisers.
At each key moment of your life, our experts are there to adapt your wealth planning strategy.
An integrated approach
Wealth planning strategy and life insurance (j’ai supprimé la mention “fiduciary services” : as-tu un autre terme pour designer la partie fund stp ?)
A wide range of products
Succession planning tools and wealth holding structures, dedicated and family funds
Planning is crucial
Your Wealth Planner is a specialist adviser who will analyse your personal and professional assets, and suggest a flexible ongoing wealth strategy according to your current and future needs.
Your wealth plan can be adapted to take account of any changes in the fiscal or legal environment , as well as changes in your own circumstances or those of your family. As changes occur your private banker and wealth planner will always be available to discuss your options with you.