Wealth Engineering

Our expertise

Plan and organise

Plan and organise

Starting at a given level of wealth, assets are often neither solely private nor professional. They are a whole that will be transferred to the next generation. Our professionals help you take the best possible decisions to structure and increase your assets.

What defines us

Ability to anticipate

  • ​Asset structuring expertise

    Our teams help you compile a clear, concise and complete inventory of your assets including business, financial, real estate and art assets. Our experts will advise you on how to optimise holding structures to ensure that you make the best possible choices.

  • Highly specialised succession planning teams

    ​Succession must be planned early. Our teams are available to inform you about tax regimes, legal subtleties and the best available options to prepare your succession with a very long term vision. They are experts in the complex and increasingly international issues which both entrepreneurs and families must deal with.

  • ​Real expertise in philanthropy

    The Rothschild family has long been recognized for its experienced know-how in philanthropy. The Edmond de Rothschild Group assists its clients with philanthropy projects via the creation of foundations of public interest, sheltered foundations and endowment funds in a number of areas. Together with their advisors, we advise our clients to help them select a philanthropic structure that is best-suited to their project. Our legal and financial expertise provide reassurance of a consistent approach.

Need more information ?

Contact us

Edmond de Rothschild (France), Succursale italiana
Corso Venezia 36
20121 Milano

+39 02 76 061 1