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Wealth Planning
Making the right decisions now can bring peace of mind of a clearer future for you and your family. Together, we'll create a wealth plan that goes beyond simply finances, taking care of what really matters in every aspect of your life.
Passing on wealth
When you’ve worked hard to build up your wealth, you want the peace of mind that you can pass this on to your loved ones. There’s a lot to think about, especially if you have a complex estate. Who should it go to? And when? Is it sensible to pass on wealth during your lifetime?
Discretionary Portfolio Management
Your portfolio will benefit from the research and the views of our analysts and investment teams across our group of boutique private banks and wealth managers operating across over 50 European cities.