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Wealth planning solutions

Building your wealth over time

Life insurance
Life insurance is an essential product in the area of wealth management – for saving, for investing, and for passing on...
Wealth management
Life insurance is an essential product in the area of wealth management – for saving, for investing, and for passing on wealth to the next generation. It is always productive to underwrite a life insurance contract, depending on your goals – retirement, protection, savings, wealth inheritance, capital gains, additional revenues – and your financial, fiscal,...
Life insurance
Corporate structures
If you would like to ensure the longevity of a family company, manage a securities portfolio, preserve works of art or...
Wealth management
If you would like to ensure the longevity of a family company, manage a securities portfolio, preserve works of art or protect one of your loved ones, creating a corporate structure will allow you to meet all these objectives in an optimised legal and fiscal framework.
Corporate structures
Dedicated funds or family funds
If your family wants to pool its wealth in order to manage it more efficiently we can set up a dedicated fund or a...
Family office
If your family wants to pool its wealth in order to manage it more efficiently we can set up a dedicated fund or a family fund, tailor-made according to your personal, professional and wealth circumstances.
Dedicated funds or family funds