Private Clients Practice Group
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We provide our clients with a comprehensive service on all aspects of the preservation, management and strategic distribution of their wealth. Flexibility and succession planning are essential to our thinking and the creation of the right holding structures – trusts, companies and the like – is of vital importance. Our Trustee Company is available for those clients who prefer to use professional trustees.
No two clients have exactly the same needs. Attitudes to risk, career, family and succession all vary and we appreciate that the relationship with us must be just as varied. In each case it is a partnership guided by the client's priorities, whether local or international, business or charitable or all of them.
High net worth individuals with extensive business interests often need sophisticated international structures in which to house them. We are equipped to provide the fiduciary services associated with such structures and we have links with professionals in all parts of the world. This gives our clients instant access to any particular area in which they need to operate and keeps us in touch with the latest thinking and techniques in those jurisdictions.
Of course, we are more than happy to work with our client's other advisers wherever they are and we have our own tax department upon whose experts we can call at any time.
We pride ourselves on complete independence and our service does not stop when our advice is adopted. We monitor the results and it is only when our client is fully satisfied that we permit ourselves a moment of relaxation.
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Switzerland
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We are lucky enough to be based in Switzerland, a country from which one third of the world's private international assets are managed. The reasons why are as valid now as when Switzerland was building its reputation as a financial centre – stability, opportunity and expertise with a legal framework and a banking system to support them.
Located in the very centre of Europe, one might say that Switzerland enjoys the world's confidence and intends to keep it. We like to think of ourselves in the same way. Whoever the client, whatever his requirements, we invite his confidence and work hard to keep it.
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Our Approach – Seven Steps
1. Analysis of the client's personal situation and objectives.
2. Proposals to achieve those objectives.
3. Refinement of the proposals into a strategy.
4. Implementation of the strategy into a flexible structure.
5. Assessment of the results.
6. Revisions if necessary.
7. Contingency planning and its execution.

Our services for private clients include:
Estate planning
- Succession planning
- Testamentary dispositions (wills, etc.)
- Executorships
Trusts and foundations
- Setting up
- Management
- Tax planning
- Charities
Financial planning
- Asset structuring
- Advice on asset allocation
- Agreements with asset managers
- Tax planning
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