Wealth Management services
Tax and estate planning
 Our team, our expertise
Our team is comprised of Legal and Tax experts, who are able to assist and guide clients with their tax and estate planning requirements.
The different sites of Tax and Estate Planning in Europe (Belgium, Spain, Luxembourg, UK, Switzerland), analyse each clients particular situation and circumstances, in order to be able to propose a complete and thorough solution. Whether it is a simple reorganisation of assets, or the creation and setting up of legal structures such as trusts, family foundations, international holding companies, life assurance contracts, private investment companies, or investment funds, we are able to help.
Organised by country, products and services, our experts listen and take into account your personal circumstances, together with your preferences, and constraints, which are essential for a tailor-made solution. Their independent ideas and advice are built around an “open-architecture” model.
Our specialists are not there to replace your usual advisors, however upon your request we will contact them to exchange analysis, opinions and ideas, keeping in mind your past management and history.
Our Tax and Legal professionals are recognised specialists with regard to European, Latin American, Middle Eastern, and Asian cross-border planning.
Our solutions for Tax and Estate optimisation
A wide array of solutions allow for an optimisation of your estate from a tax and legal perspective. Whatever your aim, whether you want capital protection, revenue generation, or inheritance planning, we consider all aspects starting with the personal and family perspective, through to the types of assets within the estate.
Referring to the personal and family aspects, our specialists can offer solutions for :
- succession and inheritance,
- structuring of land and buildings
- changing / moving your tax residence
- protection of your assets
- revenue maximisation (salary, stock options, benefits in kind….)
- the custody of financial participations
- charitable donations
With regard to the professional assets, the range of solutions includes :
- choosing a jurisdiction and also a legal form for the assets
- their holding structure and financing
- utilisation / maximisation of intellectual property
- estate planning
In order to put in place the solutions, we call on our International Tax and Estate Planning network, who create, manage or administer structures in different jurisdictions such as Bahamas, Luxembourg, Panama, Singapore, and Switzerland. We can also, should the need occur, and on a case by case basis, use the services of external service providers.
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