Wealth Planning
Succession planning connects ownership, family expectations and long-term legacy.It covers operating businesses, holding structures and international estates, including next generation preparation, inheritance advisory, family counseling and legacy solutions.
Wealth Structuring
Wealth structures are designed to fit tax, legal, fiduciary and family requirements.Tax and legal advisory is coordinated with selected Liechtenstein, Swiss and international specialists, including fiduciary, trust and family legacy structures.
Financing Solutions
Financing is reviewed as part of the overall family balance sheet.Solutions include mortgages, Lombard lending, full debt stack advisory, private equity and debt, venture capital and real asset finance for wealth, estate planning and direct investments.
Cost savings potential
The wealth check identifies avoidable costs hidden inside complex structures.It reviews legal and tax structures, manager and fund fee stacking, overlapping mandates, Lombard and mortgage debt costs, plus bank charges for custody, FX and transactions.
Performance & liquidity
Performance and liquidity are measured against realistic benchmarks and exit needs.Mandates are compared with relevant indices and peer groups, while illiquid PE, VC and real estate positions are mapped for liquidity, refinancing and exit options.