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Wealth planning and structuring

A first analysis of your personal situation will allow us to advise you and map out for you a well balanced series of steps and actions.

Many instruments and various structures can be considered in order to achieve wealth planning goals: incorporating legal entities and foundations, availing of insurance products, exploring wealth tax schemes, considering donations and gifts, etc.

We advise wealthy individuals and work closely together with their trusted advisers (notaries, financial advisers, insurance advisers ...) to develop and implement wealth structures which take into account our clients’ values and philosophy, and at the same time provide flexibility for changing circumstances and needs. More specifically, we have substantial experience in organising the succession of ownership and management in family-owned businesses, both on a national as well as on an international level.

At Lydian our advice is impartial and geared towards offering you what is best for your particular situation.