Wealth Structuring

Because each family is unique, we pay close attention to your needs in order to provide you with a tailor-made quality service.

Wealth Structuring, a service offered by Sunibel.

The Group offers a complete and bespoke wealth structuring solution – through the establishment of Trusts or Foundations – on an international scale. We leverage on our experience in the financial world and an extensive network of experts across the world to cater for the needs of our clients. We are present in Switzerland, Mauritius, and Hong Kong and our Group offers a large palette of accounting, legal, financial and tax services. Furthermore, we put a lot of emphasis on quality, confidentiality, and promptitude whilst we remain focused on our clients’ needs at all time.

Situational analysis

This analysis is undertaken from a personal, family and professional perspective. It includes financial investments, immovable property, works of art, income sources, expenses, objectives in terms of financial and private return and wishes for asset transmission.

Definition of a wealth-structuring project

This involves appropriate planning and optimisation in terms of asset protection and transmission, retirement, tax, asset diversification, accounting consolidation of all asset types, and relocation in an effective and sustainable manner.

Implementation of the project

This involves the setting up of the appropriate legal entities (TrustFoundation, Company), reorganising and optimising immovable and financial assets, succession planning through the establishment of wills and organising for asset relocation if required.

PLEION SA

Rue François-Bonivard 12, 1201 Geneva
t +41 22 906 81 81, f +41 22 906 81 82

Rue du Centre Sportif 22, 1936 Verbier
t +41 27 329 06 83

Chemin du Midi 8, 1260 Nyon
t +41 22 906 81 50, f +41 22 906 81 51

Schauplatzgasse 9, 3011 Bern
t +41 58 404 29 41

Seidengasse 13, 8001 Zurich
t +41 43 322 15 80

Rue Pré-Fleuri 5, 1950 Sion
t +41 27 329 00 30, f +41 27 329 00 32

info@pleion.ch           www.pleion.ch

Terms and conditions  |  Sitemap © 2022, PLEION SA (Member of PROBUS PLEION Group)

menu