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.

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Contacts All contacts

Director of Asset Management Department
[email protected]
+38 044 391 55 77
Trader, local market
[email protected]
+38 044 391 55 73