Wealth solutions

Empowering your family's legacy

Understanding that significant wealth management transcends financial expertise, our approach is designed to honour the unique narrative and values of your family. We focus on creating customized governance frameworks that not only streamline wealth organisation but also support your family’s long-term aspirations and goals.

By developing a tailored governance model, we help you clarify decision-making processes, define clear roles, and establish guiding principles for managing wealth, business interests, and ownership stakes. Tools such as a Family Charter act as embodiments of your family's core—capturing its history, values, and mission—ensuring solutions that not only meet your family's needs but also strengthen your legacy for generations to come.

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A partner on your journey

Whether you are just starting out or are well down the philanthropic path, whether an individual or a family, we can be your partner on your journey from exploration to implementation.

Meaning different things to different people, from donations to social finance, be it tried and tested or bold and visionary, philanthropy is essentially a desire to mobilise private wealth to help build a more sustainable and equitable world.

Through a tailor-made advisory approach, we partner with individuals and families who want to do exactly that, use their wealth to create positive change. And leveraging expertise across Pictet, from Responsible Investing to Wealth Planning, we can help with everything from structuring your philanthropy, to mission aligned investing solutions.

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Using a systematic approach to tax, legal and structuring needs, presenting the best options for wealth structuring, estate planning, business succession and sale, relocation as well as international tax guidance and legal services.

Through our Wealth Planning services we systematically assess your situation, review your needs and concerns, and propose innovative solutions to manage your wealth. Together, we devise a plan that not only meets your immediate and medium-term objectives, but those of future generations of your family.

Learn more about our wealth planning services