Tax expertise
Our customised solution
Seasoned, independent advice
Our long-standing experience in wealth advisory enables us to help you efficiently and work exclusively in your interests.
Your one-stop partner for tax and wealth planning
We work together with you to safeguard your wealth and improve your tax efficiency.
Reliable planning for your family
We look after your assets for the long term, including planning for successions.
Tax and estate planning
Wherever you live and wherever your assets are located, we can help you find and implement solutions tailored to your individual circumstances.
Analysis of tax issues relating to companies and business owners
If you are a business owner, we can optimise the tax implications arising from your connection to the business when buying, selling or passing it on to family members. We also consider governance arrangements and plan ahead for income streams such as salaries and dividends.
Tax analysis and optimised property transactions
We are equally attentive to property transactions, including viager sales and direct or indirect property investments.
Wealth protection and inheritances
We provide solutions for estate planning and protecting family assets by setting up testamentary provisions or other arrangements where necessary, including charitable foundations.
Asset protection in the event of incapacity
We can help you make and register a lasting power of attorney.
Financial and pension planning
Whether you’re employed or self-employed, financial planning and occupational pension provision are essential to protecting your assets and funding your retirement, or providing for your loved ones in the event of death or disability.
We offer independent support to facilitate informed decision-making and effective financial planning.
Drawing up a current and future budget
We can help you estimate your financial needs based on current circumstances and future plans.
Analysis and optimisation of pension arrangements
We analyse your accrued pension assets and suggest ways of optimising your pension from tax and regulatory standpoints.
Retirement planning advice
Depending on your personal circumstances (marital status, tax residence and occupation), we can project your financial capacity at the time of retirement by using different scenarios, including whether you plan to take a regular pension or cash it in.
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Our family office services
In addition to a comprehensive range of custodian services, our size allows us to provide personalised administrative follow-up, calibrated to meet your family’s needs and expectations.
Consolidating your assets
Wherever your assets are held, we offer an integrated solution that brings them all together in one multi-bank consolidation resource.
