Integrated Wealth Management

Integrated Wealth Management


What our team will do for you

Wealth planning

- Financial knowledge
- Financial planning
- Estate and trust planning
- Insurance planning
- Tax planning
- Advisory services and succession planning
- Philanthropy

Financial services

- Private banking
- Investment management
- Business credit
- Capital raising
- Merger and acquisition advisory services
- Economic research
- Cash management

What our partners will do for you

Family wealth management

- Creation of a family office
- Family business governance
- Legal and accounting services
- Security and cybersecurity
- Appraisal of works of art
- Liability insurance