Wealth planning

Wealth planning

Create a wealth structure to support your dreams for the future
  • ​Comprehensive wealth planning
  • International/cross-border perspective
  • Quality advice and tailored solutions

Most of us have financial goals and dreams for our families, our businesses, or ourselves. We will advise you on how to preserve and grow your wealth, and how to pass on your wealth to future generations. 

Comprehensive wealth management advice

Our international wealth planners can help you map out your financial future by taking into consideration factors such as:

  • cross-border issues
  • pension and assurance
  • succession planning
  • trusts and foundations

The wealth planning process

Our focus is to gain a clear understanding of your plans, intentions and dreams. Our wealth-planners, together with their network of external specialists, can help you assess your individual situation, and create a plan to manage your assets in a way that meets your short, medium and long term financial goals, and also protect your financial interests if the unexpected occurs.​​​​




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Moving abroad?
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 Online Meetings
Online Meetings
  • Talk to your adviser from the comfort of your home
  • Easy, safe and free of charge
  • Multiple parties can join from different locations
 Read more about our investment solutions
  • Investment strategy tailored to your needs
  • Flexible Asset Management solutions
  • Portfolio Loan Concept
 Personal Advice
Personal Advice
  • 360º wealth overview
  • Tailored solutions
  • Your own team of specialists
+352 46 12 75 1 
Phone conversations may be recorded and stored due to documentation and security purposes​