Wealth Planning

Any­one who has built up sig­nif­i­cant wealth faces the chal­lenge of strate­gi­cal­ly secur­ing and effi­cient­ly man­ag­ing it. Our advice helps to invest cap­i­tal across gen­er­a­tions and prof­itably with man­age­able risk — whether for your­self, your fam­i­ly or for char­i­ta­ble pur­pos­es.

Our focus

  • Suc­ces­sion plan­ning & fam­i­ly strate­gies
    Devel­op­ment of cus­tomized solu­tions such as fam­i­ly foun­da­tions and hold­ing struc­tures for cross-gen­er­a­tional asset pro­tec­tion

  • Inter­na­tion­al asset relo­ca­tion
    Sup­port in opti­miz­ing res­i­den­cy and legal­ly com­pli­ant struc­tur­ing of assets in advan­ta­geous juris­dic­tions

  • Cap­i­tal preser­va­tion & low-risk invest­ment
    Cre­ation of indi­vid­ual strate­gies with sta­ble and high-yield­ing invest­ments such as blue chip stocks, funds and real estate


Your advan­tage:
With expe­ri­ence, exper­tise and a strong part­ner net­work, we sup­port you from plan­ning to imple­men­ta­tion. Let’s secure your assets for the future togeth­er!

Tailor-made wealth planning for your assets

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