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Private Wealth

We are strategically positioned to accompany the client as from day one.

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Our concept can be summarised in 3 steps:

1. Asset Protection

The protection of your wealth resides in identifying and segregating it in a way which makes legal and fiscal sense.

2. Preservation & Growth

Preserve and Grow your wealth within certain risk levels while managing your lifestyle needs.

3. Succession Planning & Family Governance

Plan your succession by ensuring your values are transmitted together with your wealth and thereby creating your legacy.