A wide range of solutions

 Christophe Germain

“Good wealth management involves constant anticipation in order to make the best structural choices and help clients through estate planning."

 

We offer clients a wide range of options to match their needs. With our open architecture approach, we bring in experts in various fields, such as lawyers, solicitors, tax accountants or trustees. Furthermore, our team of experts includes a tax lawyer specialised in wealth and estate matters such as:

- organising estate transmission in the case of international inheritance

- optimising asset structuring from a fiscal point of view

- delocalising all or part of the assets

- selecting the type of financial investment from a fiscal point of view

- optimising the family estate structure

- protecting assets against cyclical or structural risks