Wealth management
Wealth Management helps clients define and achieve their personalized goals, meeting the wealth management needs of individuals and families.
Wealth Management advisors build custom financial plans in order to achieve personal goals. They work with clients on a long-term basis, assisting them at each major milestone of their projects:
- Selecting relevant investment solutions, to optimize their asset allocation across investment opportunities, in accordance with their projects, risk profile and tax constraints
- Transferring and preserving the value of family-owned assets
- Anticipating the next generation’s approach and governance issues
- Maintaining the right balance between private and professional assets
- Reviewing tax and legal planning according to changes in life projects and tax laws
Highly experienced and complementary teams provide clients with relevant and comprehensive advisory services:
- Wealth Management advisors
- Tax and legal experts
- Asset managers
- Real estate investment advisors
To ensure global support, a network of external partners (Private Equity, Real Estate, Lawyers…) completes their expertise.