You have worked hard to build up substantial assets and you want to protect them, ensure that they are distributed to your heirs according to your wishes. An estate plan will give you the comfort of knowing that your wishes will be respected, and that your estate will be handled in an optimal fashion from a financial and tax perspective.

As a Private Wealth 1859 client, our multidisciplinary team brings its expertise to bear you with an overall picture of your estate and to help you protect and transfer it to your chosen heirs. Our mandate is to guide you and propose the best solutions to ensure the preservation and distribution of your assets. In other words, Private Wealth 1859 expert advisors are there to make things clearer for you, assist you in choosing the strategies best adapted to your situation and that of your family, in addition to managing your investments. We can help you with :

Strategies for protecting your assets :

• Asset protection trust;
• Protective supervision plans;
• Trust administration.

Strategies for transferring your estate
during your lifetime or after
your death :

• Donations and philanthropy;
• Estate planning;
• Personalized testamentary planning.

Estate settlement