Your wealth
is like no other
Vineyards, Château Clarke, Listrac-Médoc
Understanding your needs
Your wealth constitutes a multi-faceted and unique whole. It encompasses a number of family, personal and professional issues, which evolve over time.
All these aspects must be taken into consideration with a global and long-term view to ensure overall consistency in the preservation, development and transmission of your assets.
Defining your wealth planning strategy
Thanks to a thorough 360° mapping of your wealth that takes into account both your personal and professional situation, we design, with you, the strategy that best meets your needs and those of future generations.
Our wealth planners work in close collaboration with the various teams of Edmond de Rothschild, as well as alongside your existing advisors, to help you anticipate your life’s main challenges. They take into consideration all of the financial, tax and legal issues pertaining to your specific situation and to your country of residence.
Planning your future:
our solutions
Whether it be supporting the changes in your family's situation, preparing your retirement, educating the future generations, organising your succession... we help you anticipate and plan all the major events in your life.
We assist you in structuring your assets and income to meet with your needs and goals.
We draw on the full range of expertise of Edmond de Rothschild as well as on external partners to advise you on the legal and tax implications of, for example, your real estate acquisitions or sales, the management of your financial assets, your Private Equity investments or the various options offered by your life insurance.
Based on a thorough knowledge of each specific legal framework, we 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 to the next generation.
We capitalise on our strong entrepreneurial tradition to assist entrepreneurs following their business transfers, LBOs and equity transactions.
Detail of blown glass suns by artist Jeremy Maxwell, Four Seasons Hotel, Megève
Our
approach
Mastering complexity
Our objective is to help you clarify complex issues to enable you to make informed decisions.
Wealth planning raises many challenges at the crossroads of financial, legal and tax considerations. Our wealth engineering team works hand in hand with your usual advisors to turn complex issues into clear and understandable solutions.
Tailored and concrete analysis
We take a precise, pragmatic and highly personalised approach to analysing your situation.
Understanding your aspirations, your needs, your ecosystem... we consider this as the essence of any trustful relationship. Your dedicated wealth planner takes the time to get to know you in order to guide you in making the right choices, at the right time, without ever hesitating to question the status quo in the benefit of your wealth.
A 360° mapping
Our advice is fully comprehensive.
We organise your global wealth by integrating both personal and professional issues as well as the overall financial, legal, tax and civil implications inherent to the management of your assets.
A forward-looking partnership
We aim to see you through all the major events of your life.
Right from our very first encounter, we set our focus on the future to ensure that the decisions made today are the right ones for tomorrow. We adapt our solutions to guarantee their consistency over time and we monitor their implementation through regular follow-ups.
Coordinating
our expertise
Honeycomb of Château Clarke beehives, Listrac-Médoc
Collaboration with your existing advisors
At Edmond de Rothschild, we believe that teamwork and synergies are key sources of added value. Our aim is to work seamlessly with your existing network of advisors. Moreover, we can also put you in contact with external experts in many fields and jurisdictions, depending on your needs.
Access to all of our experts
We leverage an extensive in-house European network to provide you with the specific combination of expertise that best suits your needs. Your dedicated wealth planner works alongside with your private banker to coordinate your access to our various experts in wealth management, philanthropy, investment solutions, Real Estate, Private Equity, etc.
Support from an international network
Our team covers the main European jurisdictions thanks to a network of approximately thirty wealth planners. Totally committed to the highest standard in terms of international regulations, they are able to handle your most complex tax and legal issues.