We begin with an in-depth analysis of the components of each client’s estate. This study helps us to identify your priorities and objectives together, which in turn, allows us to build the best strategy to achieve them.
Based on this study, we then design a coherent and comprehensive asset architecture that is coherent and comprehensive. A key component of our endeavours focus on growing asset value while optimising the estate’s tax profile.
A well considered wealth plan is the key to taking care of your wealth for the long-term and for current and future generations. Whether you need a thorough review of your finances, or need specific advice on a particular aspect of your wealth planning needs, we can help you.
We analyze your personal and professional assets, and suggest a flexible ongoing wealth strategy according to your current and future needs, for example:
- Building and growing your wealth
- Optimising your tax position
- Transferring your estate and protecting your beneficiaries
Acting in a full independence we pick the best performing funds to diversify portfolios, life insurance, capitalisation policies by asset class, style, management company or by portfolio manager.