A team that works for you
Expert. Responsive. Collaborative.
We are a small team of experienced and independent advisors, offering expertise in wealth planning in an international context. We shape solutions designed exclusively around you and your family’s needs. We are collaborative, flexible and responsive.
Global and local
When needed, we draw on a network of local experts to ensure the solutions we propose reflect local requirements and their potential impact on your circumstances.
Tailored to your needs
You will work with a dedicated consultant, who is responsible for end-to-end coordination built around your needs and preferences. From designing solutions and implementing recommendations through to monitoring progress and ensuring compliance with administrative, legal and tax requirements.
Proactive. Up to date
We regularly publish blogs on changes in legal and tax situations to keep you up to date and ensure your assets are structured in line with changing requirements. We are there to help you to adapt your arrangements, whether due to regulatory developments or changes in family circumstances.
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