Two families with the same level of wealth may need completely different plans: one with children abroad and property in two countries, the other with a family business and a second generation stepping into management. That is why we start with the family, not the product.
What it includes
- An in-depth introductory meeting with the relevant family members.
- A current-position document: assets, liabilities, legal structure and cover.
- An action plan that coordinates the legal, pension, insurance and tax aspects.
- A dedicated relationship manager — one address for every question.
- Updating the plan as life changes: marriage, inheritance, the sale of a company, relocation.
Who it is for
- Families with more than one complex area.
- Families in transition between generations.
- Anyone who wants one address instead of five separate advisers.