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Wealth planning and services for individuals

Our wealth planning services are designed for individuals owning assets important to themselves. We assist our clients in planning an optimal structure for holding their assets considering the continuance of the ownership in the family as well as the tax efficiency of the structure. Our service is a full-scope service from mapping the individual’s current situation and personal targets to implementing the identified and planned measures in order to achieve the desired results.

Typically, our wealth planning services and other related services provided to individuals  include planning and implementing last wills, pre-nuptial agreements, transfers of assets by gifts or sale transactions and lasting power of attorneys to replace public guardianship in case of a person’s incapacity to take care of their own matters.

In many cases we assist our clients in operating also with difference investment vehicles, such as investment companies or trusts, capital or life insurances or other investment structures found suitable for the client’s personal situation.

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