Legacy Planning

We are one of the few private banks whose partners are direct descendants of the original founder and represent the best model for legacy and succession planning.

With a network of professionals at your disposal, we help families understand their tax obligations. By partnering with the right experts, we will assist you in finding the proper guidance on understanding country-specific regulations.

To provide clarity on the family’s goals and establish a family constitution, you need the right tools to articulate your family’s mission. With over 175 years of experience managing our family business, we understand the complexity of building a legacy that lasts.

Get connected to a Relationship Manager today

We look forward to learning more about you and your goals.

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