Our priority: protect and transfer your wealth

Whatever your situation, we're at your side to guide you in your decisions: marriage, divorce, acquisitions, retirement, succession, and the transfer of wealth or of a company.

Our experts identify and anticipate your protection and optimisation needs.

Solving a problem is good.
Avoiding it is better.

We provide solutions for the transfer of your family affairs, including real estate and your family business, taking into account any impact on existing shareholder agreements and dual taxation.

Wealth planning

Capital protection also means ensuring succession planning and anticipating family needs. Since every situation is unique, we offer solutions in line with your needs. You can trust our experts: they have over 15 years experience and access to an extensive network of external specialists.

Wealth planning

The strenghts of our approach

Our multidisciplinary and multi-jurisdictional skills set us apart from local advisors thanks to our 360° approach.

Because we are independent, we can freely choose the best partners and propose the best solutions. Our advice is protected from conflicts of interest because we do not own a fiduciary company.

Our independence guarantees
our impartiality

As a result, our Wealth Planning teams and our investment experts coordinate their actions, even when your assets are deposited in other banks.

Would you like to find out more?