​​TRANSMISSION OF​ ​ YOUR WEALTH​​

​​TRANSMISSION OF​ ​ YOUR WEALTH​​

Organising your succession is a key topic at the heart of your wealth planning strategy. It should be properly thought through, anticipated and planned.

The experts in wealth planning and philanthropy of Edmond de Rothschild advise you on how to pass on smoothly your overall assets to future generations in line with your objectives, your values and the impact you wish to have on the world.

SUCCESSION PLANNING

 

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 capit​al, 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.

COORDINATING EXPERTISE

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.​

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PHILANTHROPYYOUR LEGACY TO THE WORLD

What mark do you wish to leave on the world? This is a fundamental question when reflecting on the best use and transmission of your assets.

OUR LONG-STANDING EXPERTISE IN COMMITMENT

For over 250 years, philanthropic commitment and social responsibility have been at the heart of the Rothschild family's DNA. We are proud to perpetuate this legacy and share it with our clients by embarking with them on their commitment journey.

We help you forge your vision of committed entrepreneur and investor in order to define a bespoke and fully impactful commitment strategy, whether through philanthropy or other endeavours.

YOUR PHILANTHRIOPIC PROJECT

Our philanthropy experts guide you to ensure the overall coherence of your project and its consistency with your long-term wealth planning goals. Passing on your wealth is also about passing on your values: you have the possibility of involving the next generation and your usual advisers in your project at any time.

ADVICE FOR EACH STEP OF THE WAY

Whether it concerns structuring, selecting and monitoring projects, training, networking or aligning your assets with your objectives and values, we mobilise the entire ecosystem of Edmond de Rothschild and our partners to advise you every step of the way.

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