Estate Planning
Wealth structuring, succession planning and relocation
Today, the vast majority of our clients, and their families, are global citizens with assets spread around the world.
The rules and legislations are becoming ever more complex and are subject to regular changes. Clients as never before, need professional help to keep up-to-date with the latest reality.
With a constantly growing global economy, it's important for people who are planning on moving to another country to know where they can live comfortably and optimise their financial affairs. This is especially true given the modern requirements of transparency and the general exchange of information.
We are ready to provide our expertise and advise clients on:
Relocation options and obtaining citizenship in different countries (UK, Switzerland, Monaco, Italy) and other with international residency programs.
Deliver a holistic and comprehensive evaluation of the different efficient structures available to manage their affairs.
Discuss and evaluate the attractiveness of different tax regimes for individual client situation, working with third parties’ specialists.
Discuss the family needs and implement a comprehensive and effective succession plan to protect the interests of all family members.
To help families protect their assets and interests.
