We help our clients or families obtaining a global perspective of their wealth, we advise on thinking, building and executing a plan to transfer wealth to the other generations.
On the basis of the Head of the family's will, we analyse the best and the most efficient way to attain his goal as far as wealth transmission is concerned. We give advice and help designing wills and last wills.
We add insurance products to families wealth planning, especially life insurances, in order to fulfil potential risks in case of premature death of any relevant member of the family.
We help thinking around the involvement of the family members into the company or family wealth.
Analysing the opportunities concerning the sell, the continuity or the handover of business activities to next generations.