Wealth management and financial expertise

The financial markets, just like the legal and fiscal environment, are in constant flux. What is needed in response is expertise that is equal to the current economic and regulatory challenges.

Our team of experts applies multidisciplinary skills (financial, tax and legal) to help our partners and their clients navigate insurance-related international asset management and planning issues, as well as any questions around the analysis and integration of sophisticated assets (non-traditional assets, private equity funds etc.).

We also bring our expertise when it comes it our clients’ geographical mobility. This support is provided in close collaboration with clients’ usual advisers (bankers, family offices, wealth advisers etc.) and according to each client’s needs (preparing legal and tax analysis, proposing wealth management packages, running training courses, drafting fact sheets on various tax and wealth planning issues, providing support for our partners etc.)