Wealth engineering
Structuring and sustaining
your wealth
THE ESSENTIALS
A team of legal and tax experts to support you
Civil law, family law, the general tax code, inheritance tax: managing and sustaining your assets involves many family and tax issues. Private and business assets must therefore be combined to best meet your objectives. Anticipation and flexibility of the solutions implemented are often the key words.
Our wealth engineers combine all their expertise at the service of your wealth objectives. Working closely with your private banker, they organize your assets to ensure they grow, last and are successfully transmitted. To help you make the right choices, they will help you find the most suitable solutions for your wealth, tax and family situation.
OUR APPROACH
Understand, build, monitor
To meet your specific needs, we use a structured, agile methodology:
Understand: Detailed analysis of your situation and identification of asset priorities
Proposing : Defining tailor-made solutions and proposing structures adapted to your needs
Decide and implement: Validation of the plans selected, choice of partners and implementation of the asset structures.
Updating: Regular monitoring and adjustment of strategies to adapt to your situation and the constantly changing legal and tax framework.
Advisory services
Tax expertise
Passing on your assets
Family governance
Financing your lifestyle
what sets us apart
Creativity for your assets
The creativity of our wealth engineers stems from their determination to explore every possibility to meet your needs. Each situation, however complex, is analysed in depth, with a meticulous search for the best solutions, organisations and structures. This demanding and rigorous approach enables us to provide unique and personalised solutions, tailored to your ambitions and the challenges presented by your assets.
the team
Our expertises
