Wealth Planning

At CFM Indosuez Wealth Management, we understand that your priorities might be your family, your business, or philanthropy. Our mission is to advise you on the best way to structure, protect, grow or pass on your private and professional wealth.

In order to understand what is truly important to you, we will start by carefully analysing your situation, your expectations and your goals. Our analysis will take in all the private, professional, domestic and international aspects of your assets and liabilities.

We learned long ago that an entrepreneur yet to create a liquidity event has very different needs to an heir who wishes to preserve the family wealth over the long term.

Based on a complete understanding of your needs, your wealth manager — supported by wealth engineering and investment experts — will propose a personalised structuring strategy.

At all times, we ensure that our wealth strategies are both lasting and able to evolve. In volatile economic and political times, the prudence shown by Indosuez Wealth Management in its wealth structuring often makes a big difference in terms of net performance, justifying the trust you place in us.

The science of wealth has many facets. Our experts use all the legal and contractual tools at their disposal : 

• Family law, marital property regimes, estate planning, donations, bequests
• Corporate law, international law, tax law
• Wealth structuring and real estate
• The implementation of income reinvestment / distribution strategies
• International matters: mobility, acquisition/sale of assets in a country different to the country of residence, etc.
• Advice on acquiring a residency in Monaco

Our Wealth Engineering team in Monaco is composed of multilingual professionals and is able to find expert answers to even the most complex wealth questions, taking on board the international dimension. Our expertise is enhanced by our cross-business structure, which carries out permanent monitoring and exchange of information at an international level, fostering an in-depth understanding of legal and fiscal risks.

CFM Indosuez Wealth Management takes an exhaustive global, to help you continue to build and extend your wealth.

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