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Wealth Planning: a strategic approach to family legacy

At Mirabaud private banking, we develop tailored solutions that consider every aspect of a family’s situation. We empower our Clients to achieve their long-term goals and grow wealth across generations.

Why is wealth planning essential to your family’s legacy?

Wealth planning plays a crucial role in preserving and growing family wealth across generations. 

Acomprehensive and holistic vision of wealth allows anticipating future needs while establishing a consistent, long-term investment strategy.

Strategic wealth planning enables well-aligned decisions, both financially and personally, to empower wealth holders to align their values with their financial future and succession.

 

Camille Vial
Managing Partner
As a family-led business for over seven generations, we have a deep understanding of the complexities families face during their wealth journey. That is why we are committed to offering a holistic perspective of wealth management.

Our comprehensive wealth planning services

At Mirabaud, we draw on more than 200 years of experience to create tailored wealth planning solutions that incorporate every aspect of a family’s financial and personal situation. 
This approach supports the achievement of long-term life goals and facilitates the smooth transfer of wealth to future generations.

Together, we review your family situation as a whole to identify any areas that can be optimised. 
After an in-depth analysis, we design customised solutions, allowing you to make an informed decision.

  • Optimising retirement provision
  • Financial planning
  • Place of taxation and tax system
  • Pension fund solutions
  • Estate planning and succession strategies
  • Estate planning
  • Real estate
  • Business transfers
  • Philanthropy

Find out more

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

Wealth Management services

A complete suite of wealth management solutions

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