Our service provider specialist team assists you in developing a liquidity solution as part of your overall legacy transfer plan, ensuring a smooth transfer of your financial estate through generations.
ANTICIPATING THE TRANSMISSION OF YOUR WEALTH
Succession must be planned early. Based on a thorough knowledge of each specific legal framework, our experienced wealth planners advise you on the most secure options for preparing the transmission of your capital, assets, or business, even in a complex international context.
DEFINING YOUR SUCCESSION PATH
We carry out a 360° mapping of your wealth in the long term that integrates your personal and professional situation to design the strategy that best meets your needs and those of future generations.
Your dedicated wealth planner collaborates closely with the various teams in our group and your existing advisors to help you anticipate the key challenges arising at each stage of your life.