Wealth planning

Structuring and protecting your wealth

Our Wealth Planning team is at the heart of EFG’s private banking business. We specialize in providing advisory to help clients finding the proper way to manage liquidity events, develop estate planning, protect and manage succession of wealth, obtain asset protection in a multi-jurisdictional framework which has emphasized the need of specialist and cross-country know-how.

Working closely with Clients, Client Relationship Officers, tax and legal advisors, we help to find tailored solutions to protect assets and properly plan transfers of wealth to the next generation.  We are committed to help clients to take decisions that fit individual needs and are flexible enough to accommodate any changes of circumstances.

In house solutions, where relevant, may include a range of structures to realize this goal. Appropriate solutions may also contemplate our fund services team.