Wealth Planning

Structuring and protecting your wealth

Our Wealth Planning team is at the heart of EFG’s private banking business

We specialise in providing advisory services to help clients find the proper way to manage liquidity events, develop estate planning, protect and manage succession of wealth, obtain asset protection in a multi-jurisdictional framework which has emphasized the need of specialist and cross-country know-how.

Working closely with Clients, Client Relationship Officers, tax and legal advisors, we help to find tailored solutions to protect assets and properly plan transfers of wealth to the next generation. We are committed to helping clients take decisions that fit their individual needs and are flexible enough to accommodate any change of circumstances.

In-house solutions, where relevant, may include a range of structures to realize this goal. Appropriate solutions may also contemplate our fund services team.

“Wealth Planning is all about seeing the big picture”

Interviews

6 min read

“Wealth Planning is all about seeing the big picture”

In the following interview, Alfonso Rivolta, Global Head of Wealth Planning at EFG, explains how he and his team work with CROs and specialists to deliver holistic financial solutions and inspire client trust.

23 November 2020 Learn more

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