At LGH, we have put in place a structure equivalent to the wealth management of large fortunes, enabling our clients to benefit from personalized management and thus optimize the performance of their investments while insisting on risk reduction.
Asset management is much more than simply accumulating wealth. It’s planning for the future of your loved ones and the preservation of your legacy. That’s why we offer a range of services tailored to meet your estate planning, transition and wealth structuring needs.
Our experts naturally establish a close relationship with you, with the aim of developing ideal strategies tailored to your requests, needs and expectations, while minimizing estate taxes. That way, they’ll be able to protect your assets for the next generation.
Wealth Transition: We’re with you every step of the way, identifying potential challenges and applying comprehensive resolutions to address them. We put in place strategies to ensure a smooth transition in line with your ambitions.
Wealth structuring: Wealth structuring is essential to optimize your financial situation and minimize risks. Our wealth management experts work with you to design models tailored to your needs, taking into account tax, risk management and asset protection from a legal, fiscal and administrative perspective. Our aim is to help you achieve your long-term financial goals while preserving your wealth.
Our service includes regular monitoring of your assets in order to continually meet your evolving needs. We are aware that financial management is a complex subject, especially for our senior customers, who are confronted with rapidly evolving technology and some relatively laborious online procedures with service providers. That’s why we strive to simplify the day-to-day process, providing you with personalized, tailor-made support, ensuring that you feel supported at every stage of your financial journey.
Finally, we also offer estate planning services, such as the drafting of wills and mandates in case of incapacity. This enables our customers to plan for the transfer of their assets, and to appoint trusted individuals to act on their behalf if necessary. These simple, essential measures ensure transparent, secure management of their assets for the future.
