Private Wealth Planning

Our team at Chevalier & Sciales specializes in private wealth planning, offering personalized advice on various aspects, including estate planning, asset protection, family governance, and wealth transfer. We acknowledge the importance of long-term financial security for our high-net-worth clients and work closely with them to develop comprehensive wealth planning strategies that align with their goals and values. Our key competencies in private wealth planning include:

  • Estate Planning: We provide expert guidance in structuring and managing estates to ensure the smooth transfer of assets to future generations. Our services encompass the drafting of wills, establishing trusts, and implementing strategies to minimize tax implications and facilitate an efficient distribution of assets.
  • Asset Protection: We assist clients in protecting their assets from potential risks, such as creditor claims or legal disputes. Our team devises tailored asset protection strategies that align with the client’s specific circumstances and objectives. This might involve the use of legal structures, trusts, or other mechanisms to preserve wealth and mitigate potential risks.
  • Family Governance: We understand the importance of effective family governance in preserving wealth preservation and sustaining harmonious relationships. Our team advises clients on establishing family offices, developing family charters, and implementing governance structures. We assist clients in navigating intricate family dynamics, facilitating transparent communication and decision-making processes.
  • Wealth Transfer: Our team works closely with clients to develop strategies for the efficient transfer of wealth to future generations. We offer guidance on succession planning, considering legal, tax, and personal aspects. Our goal is to help clients preserve their legacy and ensure a seamless transition of wealth to their chosen beneficiaries.
  • Philanthropic Planning: We offer comprehensive advice on philanthropic initiatives, assisting clients in aligning their philanthropic objectives with their overall wealth planning. Our services include establishing charitable foundations, structuring charitable giving vehicles, and ensuring tax-efficient philanthropy. We guide clients in making a meaningful impact while optimizing tax benefits.

Through our personalized approach, in-depth knowledge, and expertise in private wealth planning, we assist high-net-worth individuals and families in navigating complex financial landscapes. Our team at Chevalier & Sciales is committed to providing comprehensive strategies that preserve and grow wealth while aligning with our clients’ goals and values.

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