Wealth Management

Succession Planning

We have extensive experience in guiding our clients in every step of the succession planning process, including the preparation of succession strategies, conducting property valuations, assisting in divestment transactions, the preparation of a Family Constitution, which would serve as a foundation for asset management for generations to come, providing transfer solutions that reflect core values: respect for the family and the continuity of traditions.


Our services also encompass training sessions for clients and their family members on succession planning.

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