Wealth Planning
Succession planning connects operating businesses, holding structures and long-term legacy.Support covers next generation preparation and handover, estate planning across international jurisdictions, inheritance advisory, family counseling and legacy issue solutions.
Wealth Structuring
Tax-optimized structures are designed and installed with selected specialists.Runa coordinates legal and tax advisory with Liechtenstein, Swiss and international experts, including fiduciary services, trusts and family legacy structures.
Financing Solutions
Financing is structured around wealth, estate planning and direct investments.Solutions include mortgages, Lombard lending, full debt stack advisory such as mezzanine capital, plus private equity and debt, venture capital and real asset finance.
Wealth Audit
Structural review identifies cost savings, performance gaps and liquidity constraints.The audit checks tax and legal structures, hidden and double fees, overlapping mandates, debt and bank costs, while benchmarking performance and mapping illiquid PE, VC and real estate positions for exit options.