Family wealth management and family succession planning

Succession planning and family wealth management includes a range of services designed to protect assets and ensure the long-term financial stability of the family.

Succession planning

  • Developing strategies for transferring assets to heirs;
  • Drafting wills, trusts and other documents for inheritance management;
  • Advice on managing tax liabilities when transferring inheritance

Family wealth management

  • Establishment and management of family trusts, foundations and other asset protection structures;
  • Investment planning and management of family capital;
  • Developing strategies to increase and preserve family capital.

Tax planning

  • Managing of taxes on income, property and capital;
  • Advice on international treaties to manage taxes on transfers of assets and income.

Legal support

  • Preparation and maintenance of legal documentation for the management of family assets;
  • Advice on family trusts, foundations and other asset protection structures.

These services enable individuals and their families to effectively manage their assets, tax liabilities and ensure financial stability for future generations.

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