Wealth management
Organizing family wealth across generations and jurisdictions
We assist families, entrepreneurs and investors with the organization, documentation and coordination of private and business assets, particularly when several jurisdictions are involved.
- Review of family and business structures
- Coordination of private, corporate and investment assets
- Support for wealth transmission and governance discussions
- Interface with banks, lawyers, notaries and tax advisers
- Documentation of holdings, cash flows and family structures
- Transatlantic coordination between Europe and North America
A structured view of wealth
Family wealth is often composed of operating companies, holding companies, real estate, investment portfolios, loans, insurance policies, bank accounts and cross-border assets. Without a consolidated view, decisions become fragmented.
We help organize the information, clarify the structure and prepare the documentation needed for discussions with banks, families and advisers.
Entrepreneurial families
For business owners, the boundary between the company and private wealth is often strategic. Corporate finance, tax, estate planning, governance and banking relationships must be considered together.
Our approach is designed for families and entrepreneurs who need a confidential, pragmatic and international coordination partner.
Transmission and governance
We support the preparation of structured information for discussions on transmission, family governance, asset organization and intergenerational planning, in coordination with legal and tax advisers where required.
Wealth-related services are advisory and coordination services. Legal, tax or investment-management activities requiring a specific authorization are coordinated with duly authorized professionals.