We identify your needs and adapt wealth management to your tax environment, individual circumstances, and country of residence. We also structure your assets to anticipate specific events, such as the sale of your business or the settlement of your estate, while ensuring the protection of your family.
The evolution of assets over time can be directed to support specific needs and objectives, whether for private, corporate, or professional purposes. To this end, we carry out an in-depth analysis of your assets, including your professional and private projects, in order to rationally manage your liquidity needs over time without jeopardising your investment growth objectives.
We help you ensure a smooth transition of assets from one generation to the next. From organising the drafting to implementing testamentary provisions or identifying the right succession planning vehicle, we ensure that your estate is structured around your objectives and in anticipation of potential future legal and tax implications.
Irrevocable discretionary trusts
Direct access to companies in the main legislations (Ireland, Luxembourg, and Liechtenstein) to avoid distribution costs
Through our broker, we provide a range of options in order to avoid any form of potential conflict of interest
If you need to transfer your residence, we help you to identify the relevant legal and tax considerations, taking into account the rules in force in the departure and arrival jurisdictions. Soave can assist you in making decisions by providing both financial and administrative advice.
As an independent family business ourselves, helping other families to organise, protect and pass on the fruit of their life’s work is part of our DNA.
More information? One of our consultants is available.