Estate Planning

Easing the complexity of managing wealth during life & distribution after death

Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of the respective estate during the person’s life and after death.

The target of Estate Planning is to fulfil the wish and intentions of the person mainly in regards to going-concern of companies and the distribution of wealth, taking into consideration the specific situation of beneficiaries and their respective situation for example in regards to income tax, gifting and heritage tax.

We make your money work for you

KNOW HOW