Complex asset and family relationships require a comprehensive and long-term wealth planning and positioning perspective. Ask LGT's wealth planning specialists for support.
Do the members of your family live and work in several different countries? Is part of your wealth tied up in your own company? Do you generate earnings from several sources and in different countries? Are you involved in the philanthropic domain or do you collect art?
LGT's international wealth planning teams can help you to
When it comes to special wealth planning questions, our wealth planners work together with a proven network of national and international specialists. LGT does not, however, provide any legal or tax advice and clients are requested to contact their own tax advisors.
For complex wealth and family relationships in particular it is important to position assets internationally in a way that spans generations. This gives you and your family
The focus falls on investment vehicles that are best suited for passing on your wealth. In addition to your private assets invested with banks, the funds tied up in your own company and non-bankable assets such as real estate or art collections can be part of a comprehensive investment advisory process. LGT’s specialists would be happy to help you.
Oliver Kraft, Head of Wealth Planning Europe at LGT Bank (Switzerland) Ltd.
"I always find it interesting to sit down with a client to work out their personal and financial framework conditions, objectives and requirements."
Estate planning should be approached in good time and with great caution and should incorporate all assets.
LGT's experts have a wealth of experience in national and international estate planning as well as in the development and formulation of family governance principles. They will also advise you on your charitable or philanthropic projects.
If you or other members of your family move your residence to another country, your situation can change substantially. You should therefore gear your asset portfolio to the new framework conditions at an early stage, also if it needs to be restructured. LGT has international wealth planning teams in different countries and can provide you with targeted support.