Wealth Advisory

Our Wealth Advisory department grew naturally out of the need for assistance expressed by our entrepreneur-based clients who typically have to manage, in addition to their professional activities, important assets and investments of different kinds, often located in different jurisdictions. Our Wealth Advisory department has been conceived to assist them and their families in the organisation of their personal affairs (structuring of assets, organisation of asset management, estate and tax planning, asset protection schemes, philanthropy, etc.).

In this activity we are often confronted with complex issues of private international law connected with the holding of different kinds of assets under different systems of law (civil law and common law) and with family members established in various countries.

We assist our clients and their families in the proper structuring of their affairs and in the allocation of roles and responsibilities (ownership vs. management) in their family businesses. Whenever appropriate, we advise them on the setting up of their family office. We are also called upon to organise seminars or working sessions with selected experts for them.

In our Wealth Advisory department we assist our clients in the proper structuring of their assets so as to gain maximum wealth protection. As the case may be, we create legal structures for the ownership of assets of various categories (portfolios, yachts, airplanes, real estate, etc.). We also ensure the necessary mechanisms for the monitoring of the management of their assets. We help clients structure their asset holdings so as to enable them to obtain as much transparency and efficiency as possible when dealing with portfolio managers and bankers.

One obviously very important field of activity for our Wealth Advisory department is our clients' estate planning, taking into account their often complex personal situations and the and the even more complex situations resulting from the conflicting rules and constrains applying to these questions whenever clients are exposed, as is often the case, to different systems of law. In this connection, we have often been asked to set up family foundations, trusts under various jurisdictions or other similar vehicles to take into account the wishes of our clients when it comes to the allocation of their assets after death. We provide all the necessary support to ensure that these structures are properly managed and administered.

In our Wealth Advisory department we also help our clients achieve their philanthropic goals. As the case may be, we set up set up or select projects and monitor their development.

We render all these services in close cooperation with our Tax department since most of these questions raise important underlying tax issues, be it regarding income tax, wealth tax, inheritance tax or indirect taxation such as VAT, local housing taxes, registration fees or the like.

For more information, see Our Brochure Wealth Advisory.

CONTACT: Edmond Tavernier . Marie-Noëlle Zen-Ruffinen

  Print version   |  Legal Statements   |   © Tavernier Tschanz 2008