Before financial management proper starts, wealth engineering allows the entire spectrum of assets to be analysed and organised into the structures that are the most that meet their preservation and capital growth.
Wealth structuring
A team of wealth engineers from the Edmond de Rothschild Group carries out this analysis which deals with all assets owned either personally or professionally. It consists of defining a coherent and adaptable wealth strategy in line with each client’s stated needs.
This in-depth study focuses in particular on legal and fiscal aspects.
Advice and assistance
The work carried out by the wealth engineers results in a number of legal and fiscal recommendations. These recommendations are often implemented by the clients’ usual advisors. The Group may also suggest specialist resources for this implementation phase.
Monitoring
As time goes by, our wealth engineers are also responsible for suggesting changes to the initial strategy in line with regulatory and legislative developments and changes that might have occurred in a client’s personal or professional situation.
An international approach
Thanks to its numerous offices, the Edmond de Rothschild Group has wealth engineering experts in several European countries with in-depth knowledge of legislation throughout the world. They are organised into networks and can assist clients with transnational assets by taking each government’s specific regulations into account.
Advising on the creation of a foundation
In keeping with the Rothschild tradition, our wealth engineers have developed specific expertise in creating philanthropic structures. Their expertise covers all stages in etablishing such a structure:
- Development and design (type of commitment and identification of the purpose)
- Choosing the structure
- Assistance with the set up of the entity
- Monitoring and assisting the entity created