Wealth Organization

Wealth appraisal

Drawing up an appraisal of one's wealth constitutes a key first step. We seek to understand your personal situation, to identify your financial and wealth objectives, to classify them according to importance, and verify the coherence of your wealth organization vis-à-vis your objectives.

Outlining the wealth plan

We suggest how to optimize the allocation of securities, real estate and professional assets and, if need be, reorganize the holding structure. We design strategies to prepare for a well-ordered passing of wealth to heirs, optimize the tax efficiency of holdings, and assure a current income to support your life-style and projects.

Choice of structures

Each of our clients are unique. We study together the structure most suited to current and future needs. From traditional bank accounts to sophisticated legal arrangements, we advise with an objective eye, relying, if necessary, on our international network of specialists.

A durable approach

Side-by-side with our clients at each important step in their lives, we offer advice as their wealth situation evolves and help them to benefit within a changing tax and legal environment.