This transfer of wealth from one generation to another also includes maximising of the assets to one or more generations.  Business succession plans typical in a family-owned business, and continuity in advisor relationships and asset distribution in accordance to wills or desire are also addressed.  Our private bank’s fiduciary service provides confidentiality and solutions for the management of minority shareholders positions. We study the best tax efficient investment vehicles and structures for our family-clients. The compliance service prepares tax forms and performs financial recordkeeping.