We provide global and integrated planning services to set-up, manage and optimize structures, helping you and your family achieve your wider objectives. We also offer global family governance support services adapted to your values and goals in order to lay out a plan for your wealth for future generations.
Our aim is to ensure that our clients’ legacy is securely and efficiently transferred to their chosen beneficiaries. We can create and administer Trusts and Foundations, organize donations, and manage your charitable projects. This includes philanthropy on a wider scale and sponsoring of events as well as young promising individuals in sport and art and industry.
We are also happy to guide you with retirement planning and transition planning, for various questions pertaining to relocation (in Switzerland and abroad), insurances, and corporate succession planning.