Estates secure the future of
your wealth and business

People are often reluctant to discuss the transfer of their assets and inheritance matters. To make things easier, it can be helpful to see estate planning as a major opportunity rather than a stressful necessity.

It gives you a real opportunity to ensure peace of mind for years to come, as well as to secure the future of your family or dependents. Drawing up a will can be very simple or very complicated if you have assets spread over several jurisdictions, which can be a source of tension between siblings.

Each case is unique, and asset protection strategies are designed to cover all types of scenarios and individual situations, from extended and reconstituted families to individuals without families.

A matter that is already sensitive for private clients may be even trickier for an entrepreneur. Apart from the fact that entrepreneurs are often very busy with the day-to-day management of their business, they can also encounter more complex structures depending on family members’ varying degrees of involvement in the business, for example.

A wealth management professional, who will offer an impartial perspective on the emotional topic of estate planning, will be the appropriate contact person. With their advice, you can be sure you’ve done all you can to ensure those you leave behind benefit from everything that you have built up throughout your lif

To set up an effective wealth protection structure capable of securing the future of your heirs and beneficiaries, we carefully examine your entire personal and financial position. This analysis could be based on numerous criteria such as family situation, cross-border tax and legal considerations, and your needs. Depending on your circumstances, this may mean juggling a whole arsenal of international laws.

This comprehensive asset analysis is a vital starting point to determine solutions that are compliant, reliable and transferable. Through this review, a bespoke wealth protection plan can be drawn up and our experts will guide you through the measures you can take to protect your family and your assets.

The issue of how to divide up an inheritance between heirs is a delicate one. Once the division is clear in your mind, it will have to be checked to see whether it fits within a very strict legal framework. The inheritance must also be organised.

There are numerous possibilities for meeting your estate planning objectives and needs. Our experts can suggest custom solutions to guarantee the provision of specific amounts to beneficiaries through life insurance or to analyse the possibilities and conditions for making a gift or setting up a foundation.

Gifting assets allows you to carefully plan how you want to transfer your wealth in your own time. You control what and to whom you give, in accordance with the law. Gifting also allows you to reduce the cost of a transfer in certain specific cases, and particularly in the case of inheritance awarded to collateral descendants.

For an entrepreneur, structures may be even more complex depending on family members’ varying degrees of involvement in the business, for example. Once again, the help of an expert who can understand the ins and outs of inheritance, looking at the company’s future and the entrepreneur’s goals, is key to such a plan. If some family members have played an active role in the business’s management, then the estate plan must take this into account.

Legal and tax considerations are among the most important when drawing up a bespoke wealth protection and transfer plan. Our experts can offer solutions tailored to even the most complex cross-border situations. International profiles combining different jurisdictions according to the location of their work and children, for example.

Our wide range of partnerships and in-depth knowledge of these situations also mean we can give you access to a network of international specialists.

From the point at which your estate and its distribution is first reviewed, to the introduction of solutions suited to your needs, our experts are there to give you the greatest peace of mind. By surrounding yourself with specialists who will listen and handle every aspect of your personal situation and the interests of your business assets, you ensure that your estate plan will be respected.