Asset Strategies
Our firm offers you expertise to help you manage both your personal and business assets.
At any stage of your life, following a comprehensive assessment of your personal, family and professional circumstances, as well as your expectations and needs, we will recommend tailored and sustainable wealth management solutions.
Asset management support
As part of our support for individuals and families, we are here to guide you through life’s major events, such as a wedding, a birth, an adoption, starting a business, a separation, a divorce, cessation of activity or a bereavement.
In doing so, we ensure that your assets are structured and organised in line with your objectives and the resulting civil and tax implications (whether held directly or indirectly, division of ownership, etc.).
In this regard, our Asset Strategy department works in close collaboration with our Corporate Law department to create appropriate legal structures.
We plan and organise the transfer of your estate through gifts and the drafting of your will, as well as post-mortem powers of attorney. This planning takes into account the specific circumstances of each case (such as business assets, a child with a disability, etc.) and ensures that you and your loved ones remain protected.
Finally, we can assist you in making provisions for unforeseen circumstances that might prevent you from expressing your wishes, in particular by setting up a mandate of future protection, amending the statutory provisions of your legal entities, drafting shareholders’ agreements, etc.
Our dedicated Asset Strategy department supports you every step of the way, finding the solution best suited to your circumstances while maintaining a forward-looking approach.
