Succession planning

Concorde Capital, together with Big-4 partners and law firms, develops and implements client wealth succession strategies. As part of this service, we:

• develop an optimal strategy for the succession of financial assets

We supervise the process of structuring family assets in partnership with international audit companies:

• we provide support on wealth inheritance issues in partnership with law firms
• we manage the assets of family foundations and trusts
• We train heirs in financial expertise.

For a consultation, please fill out the following form