Private wealth protection, succession and family trusts

We take a holistic, broad-perspective view of our Clients’ affairs and interests, enabling us to effectively secure and safeguard their wealth. This applies equally to business owners and private individuals. Asset protection also encompasses succession and real estate planning—areas in which we possess extensive expertise.

Within this practice area, we offer among others:

• assistance in investment planning and mitigating risks associated with asset loss
• support in selecting and implementing legal safeguards to protect our Clients’ assets
• advisory on acquiring and disposing of banking and insurance products
• counsel on securities transactions and issuing promissory notes as collateral
• advice on selecting optimal financing structures for investment projects, particularly construction developments
• inheritance and estate law counsel, including legal representation in court
• comprehensive wealth and business succession planning, recommending optimal legal vehicles in terms of both risk management and cost-efficiency
• assistance in establishing and registering family trusts
• ongoing legal support for family trusts, including transaction advisory and compliance for trust operations

Contact persons for this area of expertise: