Private clients and Wealth Management

We advise individuals, entrepreneurs and high-net-worth individuals on the management, protection and transfer of personal and family wealth. The Firm provides integrated tax, wealth and succession planning advice, developing bespoke solutions designed to safeguard assets, facilitate generational transitions and manage domestic and international holdings. Our practice also encompasses advice on the management and enhancement of art assets and collections.

Key Services

  • Wealth and succession planning
  • Wealth management
  • Generational transitions
  • Trusts and asset protection structures
  • Family holding companies
  • Individual tax residence
  • Foreign asset reporting and the RW tax return schedule
  • Inheritance and gifts
  • Taxation of financial investments
  • Taxation of works of art and collections
  • Acquisition, sale and ownership of works of art

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