Financial planning


Financial planning involves managing, organizing and structuring the wealth of individuals and families, providing them with optimal protection and management.

The international features of this activity require specific skills in terms of international law and in-depth knowledge of foreign law vehicles for private wealth management.

For numerous years, the firm has undertaken financial planning for various high profile foreign and Swiss clients and their families.

We also act in relation to the purchase of high value assets, such as real estate, ships and aircraft.

Additionally, a high proportion of our activity involves succession planning. We are often instructed to create structures, using foundations, trusts and other vehicles depending on our clients’ wishes and requirements.

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Financial planning