OUR SERVICES

Wealth Engineering
 
We offer an integrated wealth engineering service designed to address the most complex and specific needs of our clients. Our holistic and personalized approach aims to optimize, protect, and strategically transfer your wealth efficiently.

 

Wealth Audit

 

We begin with an in-depth audit of your assets to gain a clear understanding of all your assets, liabilities, and commitments. This detailed analysis allows us to present a comprehensive view of your situation and determine the best strategies aligned with your objectives.

 

 

Marriage/Partnerships/Separations

 

Matters related to marriage, partnerships, and separations are often complex and sensitive. We assist you in structuring prenuptial or postnuptial agreements and partnership contracts to protect your interests and ensure alignment with your wealth goals.

 

Wealth Transfer

 

Whether planning to transfer your wealth during your lifetime or preparing for succession, we develop strategies to minimize inheritance taxes, optimize gifts, and ensure that your wishes are respected.

 

Family Legal Structures

 

We establish family legal structures such as trusts, foundations, or family companies to protect and organize your assets according to your wishes. This ensures efficient management and anticipates potential tax and succession issues.

 

Disability and Incapacity Planning

 

Managing situations of disability or incapacity requires a proactive approach. We assist in setting up protective and management structures to ensure continuity in managing your wealth and affairs in the event of a loss of autonomy.

 

International Mobility

 

For clients with international interests or residences, we provide solutions for global wealth management that account for local regulations and tax systems. Our expertise in international mobility ensures seamless, compliant management aligned with your global needs.

 

Taxation for Individuals and Legal Entities

 

We guide you in optimizing the tax strategies for both your personal assets and legal entities, implementing strategies to minimize tax impact while respecting legal obligations. Our approach is focused on strategically and sustainably optimizing your tax position.

 

 

With our wealth engineering service, you benefit from advanced expertise and tailored support to manage and transfer your wealth with complete peace of mind.

 

To explore how we can meet your specific needs, please contact us for a personalized consultation. Your wealth deserves exceptional attention.