Wealth planning
In an era of rapid change and evolving economic landscapes, the importance of wealth planning has never been more pronounced. As individuals and families accumulate substantial assets, navigating the complexities of laws, taxes and structuring options becomes essential.
What is wealth planning?
Wealth planning is a comprehensive and systematic approach to building a secure financial future. By taking a holistic view of your financial situation and aligning it with your aspirations, it enables you to identify opportunities and make informed decisions. Through the integration of investment management, tax planning, estate planning and risk management, wealth planning helps you create a solid foundation for long-term success and financial confidence.
Our comprehensive approach
No two individuals or families have the same financial circumstances or vision for their future. Effective wealth planning strategies can only be developed by adopting a comprehensive, long-term and highly personalised approach.
At Pictet, our long-term perspective and the deep commitment of our team set us apart. With a history of stability and a team of professionals who have a long tenure with us, we ensure continuity and accountability for the strategies we help you put in place. We are here to support you through all the key moments of your life, adapting to your evolving needs and life stages.
Consistency and reliability are integral to our methodologies. Your banker will carefully select the most suitable member of our Wealth Planning team to meet your specific expectations. This dedicated professional will remain your first point of contact throughout our collaboration. We also provide regular reviews of your financial situation to ensure your strategy remains aligned with your goals and is adaptable to any significant life changes, such as a change in civil status, relocation or the arrival of new family members.
To help you achieve your goals, we draw on a meticulously selected network of external service providers. By remaining completely impartial, we are able to provide truly objective guidance.
How we work with you
We begin by asking questions to clarify your actual situation and understand your objectives.
We identify the relevant tax and legal framework, then present an overview of the suitable options.
We put plans into action, liaise with your advisers or introduce you to our network of external providers.
Once you and your adviser have made a decision, we put the agreed measures into place.
We oversee the progress of these measures, review them and ensure that they remain relevant for your objectives.
Our wealth planning services
With a history dating back more than two centuries, our team of highly qualified Wealth Planning experts offers a wide range of personalised services and works hand in hand to address multi-jurisdictional situations.
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Tax and legal
Tax and legal complexities are constantly evolving. We monitor international legislation, such as double taxation treaties and international private law, to stay ahead of changes and bring clarity to the implications of possible planning options, so you can make well-informed decisions aligned with your specific circumstances.
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Wealth structuring
We are available to discuss different wealth structuring options and review whether your current planning aligns with your objectives. Our expertise covers trusts, foundations, life assurance, investment funds, partnerships and corporations. We regularly engage with high-net-worth individuals (HNWI) and service providers, enabling us to share insights and experience.
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Estate planning
Our long-standing experience in guiding clients through estate planning, combined with our more than 200-year history as a family-owned bank, gives us deep insight into how to successfully transfer a business, money or any other type of assets to your heirs.
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Business succession and sale
We can help you through the process of business succession and sale, working with you to determine the most appropriate solution for your needs. We ensure the fair and equal treatment of heirs and manage financing, tax and legal considerations.
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Financial product taxation
We provide bespoke insights across jurisdictions to support the tax suitability of your financial assets. This service is designed to align your portfolio with your unique investment objectives and tax residency profile.
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Relocation
We are available to discuss the different options available according to your aspirations and analyse the impact of relocation from both a tax and legal perspective.
Wealth management insights
Why choose Pictet for wealth planning?
Partner with Pictet and benefit from the extensive experience of a first-class team of experts and a relationship that prioritises the long-term financial well-being of you and your family. We are an independently owned company with extensive experience in structuring complex, multigenerational wealth scenarios around the world.
Benefits of our approach to wealth planning
Integrated
We offer a one-stop-shop solution with a global view and a holistic approach.
Trusted
We are committed to minimising conflicts of interest, maintaining the highest level of confidentiality and delivering services through experienced professionals.
Connected
We offer worldwide coverage, combining international and local expertise, supported by a robust network of external experts.
More information on our wealth planning services
If you would like Pictet’s Wealth Planning experts to review your situation and explore options, please contact our team in Israel or send us a message in the form below.
