Estate Planning

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We help our clients plan for the future by preserving their wealth and legacies

We offer tools and strategies that can help our clients make informed decisions about their  wealth. Effective planning ensures greater control, privacy, and security of your legacy. Through our estate planning services, we provide relevant support and comprehensive planning strategies to help our clients preserve their legacies. In collaboration with our real estate planning partners, Aquila Invest and Lac Leman Investment Management, we assist our clients to create relevant structures around their wealth. We help clients preserve their capital, expand and invest in emerging and developing markets across the region.

Services

Private & Institutional Brokerage