Today, in a rapidly changing and interconnected world, quite often the members of one family live and work in the different countries, and change their residences and even citizenship. Since the modification of the international tax agreements often takes place, the risk of unexpected tax liabilities is quite high.Our goal is to help wealthy families to ensure a preservation and growth of their financial assets and family heritage.
Our goal is to help families with a high net worth to ensure a preservation and growth of their financial assets and family heritage.
We take into consideration the wishes and defined objectives of our clients, respecting and protecting the interests of every family member.
We offer to our clients and their families the following services:
Wealth planning is a key component of our business. In today’s complex market and regulatory landscape, a careful planning is necessary to preserve the family wealth. Our specialists will support you in putting correct planning structures in place.
Estate planning aims at transferring your wealth in the most tax efficient manner as tax efficient as possible to the next generation. We help to ensure a successful transition of assets to the next generation, , therefore ensuring a successful transition of your assets.
Thorough tax planning is key in saving taxes, including income, wealth and heritage tax, and is often combined with structuring asset protection.
Our specialists will assist you in choosing the most appropriate option for your family such as the lump sum taxation in Switzerland or financially independent residence permit in France.
We provide a tax optimization through the creation of holding company, trust or family foundation.