Wealth engineering, a comprehensive approach
A distinguishing feature of Banque Privée Edmond de Rothschild SA is family control. Baron Benjamin de Rothschild is the repository of a legendary name and of a family fortune that have been handed down for seven generations. This passage of wealth helps to uphold his family's tradition and values.
Preserving wealth across generations is a central concern of our Group and, in particular, of our Wealth Engineering Department which specialises in estate planning.
Services
Our guiding principle is that clients must have top-quality advice on estate management in order to maintain their net worth from one generation to the next.
We offer personalised service, including detailed analysis with a view to devising strategies for long-term wealth preservation. Family structure, taxation and legislation make each client's situation special. Care is needed in choosing the vehicles in which their wealth will be embedded and made to grow over the years.
Our job is to provide clients with objective, reliable advice tailored to the complex business of optimising the return on their assets and handing these down to the next generation.
Team
The Wealth Engineering Dept of Banque Privée Edmond de Rothschild SA is made up of attorneys, economists and tax experts who speak several languages. They work on a case-by-case basis, drawing on longstanding experience. We make it a point of honour to present you with an offer on the leading edge of innovation.
Thanks to synergies we can collaborate with other Edmond de Rothschild Group entities. In addition, a vast network of correspondents keeps us regularly informed on political, legal and fiscal developments. We are thus in a position not only to provide each client with customised solutions while complying with the tax legislation and other requirements of their country, but also to make any necessary changes in the vehicles already in place so that they constantly reflect the client's wishes.
In conclusion, we offer reliable, long-term wealth engineering that is carefully monitored and ensures the utmost confidentiality for our clients.
|