Wealth structuring
Tailored wealth structuring.
Legal and tax architecture to secure, optimise and transmit your estate.
Who is it for?
- High net-worth individuals seeking to simplify complex asset holdings
- Entrepreneurs preparing a sale or consolidation
- Families planning a transmission
- Expatriates restructuring their estate abroad
Our approach
A rigorous method, designed for the long term.
We start with a thorough assessment: asset mapping, definition of objectives (tax optimisation, transmission, protection of the spouse, flexibility, confidentiality) and specific constraints (jurisdictions involved, existing structures). The final recommendation usually combines several vehicles (holdings, civil companies, life insurance, trust in some jurisdictions) in a coherent architecture.
What is included
Comprehensive support.
- Complete estate assessment with visual mapping
- Compared scenarios with quantified simulations
- Detailed recommendation with execution timeline
- Coordination with notaries, lawyers and banks for implementation
- Post-implementation follow-up (optional annual review)
Frequently asked questions
What our clients ask us.
Other expertise
Explore other areas.
Book a free consultation
Let's discuss your wealth project, in full confidentiality.
An initial 45-minute meeting, free and without commitment, to understand your situation and assess together the possible avenues of support.