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Key instruments in wealth and estate planning

At Mirabaud, we believe that long-term prosperity relies on more than investment returns alone. It depends on the exclusive treatment of our Clients and tailor-made wealth and estate planning solutions that provide stability, protect family assets, and ensure a seamless wealth management succession planning process. Life insurance and pension schemes stand as key tools, securing wealth, optimising tax planning and transferring wealth across generations. 

The strategic role of life insurance and pension schemes

In today’s complex and fast-evolving environment, wealth holders seek solutions that offer both financial security and flexibility. Effective, proactive and dynamic risk management is crucial to protect their wealth. Life insurance and pension schemes offer a range of benefits:

  • Life insurance helps provide liquidity when needed, facilitating the transfer of wealth and helping to cover inheritance costs without disrupting other assets.

  • Pension schemes ensure long-term financial independence and stability for future generations, while often offering tax-efficient solutions.

When integrated into a holistic wealth strategy, these two solutions work together to mitigate risks, reduce uncertainties and ensure wealth continuity across generations.

Protecting your wealth through risk management

Integrating a risk management plan is an essential part of protecting and growing wealth. A successful estate plan requires a comprehensive approach that anticipates potential challenges, from taxation and market volatility to succession complexities. Mitigating risks through thorough risk analysis is central to safeguarding your financial future.

At Mirabaud, we are committed to delivering tailor-made and distinctive strategies. Our experts work closely with Clients to design bespoke strategies that integrate life insurance and pension schemes into a broader estate and wealth planning framework, providing dedicated pension scheme advice as part of our comprehensive approach.

Our responsibility is to make sure that each Clients’ wealth is protected, preserved and optimised over time.

Laurent Neri
Wealth Planner
Through continuous risk monitoring, proactive risk identification, and bespoke strategies, Mirabaud helps Clients navigate uncertainties, safeguard their assets, and pursue their long-term financial goals with confidence.

Tailored pension and life insurance solutions

Every Clients’ circumstances are different. That is why our Wealth Planning specialists:

  • Coordinate with a trusted network of experts to meet the unique needs of each Client and implement optimised estate planning wealth management solutions,

  • Select suitable pension schemes to provide predictable retirement income and long-term stability,

  • Integrate life insurance to ensure smooth and efficient wealth transfer,

  • Align solutions with the Client’s long-term objectives, values and legacy goals.

Planning today for tomorrow’s generations

By harmonising life insurance and pension solutions within a comprehensive plan, families can preserve their wealth while facilitating its meaningful transmission, thereby perpetuating the family’s vision across generations.

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Mirabaud Group

An international presence

With over 10 offices globally, we are able to serve our Clients all over the world.

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Wealth Management services

A complete suite of wealth management solutions

Wealth Management

Discretionary Management

We will build a portfolio that is aligned with your goals and values, and manage that portfolio at every stage.

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Wealth Management

Advisory

You might need a partner for your strategy and to help you make sense of the giant amount of information guiding your decisions. We are here to collaborate with you through the journey.

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Wealth Planning

To get a clear picture of your needs, your wealth must be analysed as a whole, including specific aspects of international mobility and family legacy planning. We take into account the desired future and define your needs in terms of security and growth.

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Private Assets

We provide institutional-quality access to private assets investments — designed to enhance your portfolio’s performance with long-term value creation.

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Independent Asset Managers

A partnership based on trust, proximity and focused on the long term.

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Wealth Management

Sustainable and Responsible Investing

To achieve Mirabaud Group’s economic responsibility goal of offering a comprehensive range of responsible and sustainable products and services, at Mirabaud Wealth Management, we aim to deliver high quality products and services that integrate ESG considerations. 

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