ANTICIPATING THE TRANSMISSION OF YOUR WEALTH
Succession must be planned early. Based on a thorough knowledge of each specific legal framework, our experienced wealth planners advise you on the most secure options for preparing the transmission of your capital, your assets or your business, including in a complex international context.
DEFINING YOUR SUCCESSION PATH
Your wealth constitutes a multi-faceted and unique whole, which evolves over time. It encompasses a number of family, personal and professional issues which must be assessed with a global view, according to the country of residence of both you and your family as well as to the location of your assets.
We carry out a 360° mapping of your wealth in the long term that integrates both your personal and professional situation to design, with you, the strategy that best meets your needs and those of future generations.
Your dedicated wealth planner works in close collaboration with the various teams in our Group, as well as alongside your existing advisors, to help you anticipate the key challenges arising at each stage of your life. They take into consideration all of the relevant financial, tax and legal issues to advise you on the structuring of your wealth and the planning of your succession.
We leverage an extensive in-house European network to provide you with access to the relevant experts depending on the location of your assets and the countries of residence of your family members. Moreover, we can also put you in contact with specific external advisors in many fields and jurisdictions, depending on your needs.