Private Wealth Consultation
Choose rather than endure
NEGATIVE CONSEQUENCES OF NOT MAKING CHOICES
Estate issues arising from an unanticipated death or divorce can significantly impact your standard and quality of life.
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​Legal frameworks—be it civil, family, insurance, or private international law—offer numerous options that are often overlooked. Without clearly expressed choices, default rules apply, which may not align with your wishes or specific situation.
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ESTABLISHING AN APPROPRIATE LEGAL FOUNDATION
​It is crucial to anticipate and establish a suitable legal foundation to ensure your estate's resilience against various familial, economic, financial, legal, or tax-related shocks. This legal groundwork, often neglected, is essential and should be prioritized before seeking to enhance investment returns. Its cost is often modest compared to the value it provides.
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Ginkgo Wealth Management has a network of legal and tax professionals capable of providing tailored solutions to your specific needs, including complex situations with or without international considerations.
ACCESS TO A NETWORK OF PROFESSIONALS
Private Wealth Consultation process
A wealth consultation involves a comprehensive analysis and proposes a global strategy to address all your estate-related concerns.
It helps identify various possible options and their implications, allowing you to make informed decisions to achieve your objectives and regain control.
The consultation is structured in several successive steps :
ASSESSMENT
ANALYSIS
OBJECTIVES
STRATEGY
SYNTHESIS
Some frequently overlooked points of attention
YOUR DONATIONS
Are you certain that the simple donations you've made won't become a ticking time bomb upon your death ?​
YOUR ESTATE
Did you know there are numerous, often overlooked, ways to organize your estate in advance to ensure your wishes are respected, family harmony is maintained, and your family's living conditions are optimized ?
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​Particular attention should be given to cases involving civil unions, common-law partnerships, or blended families. ​​
YOUR LIFE INSURANCE
Are you certain that the simple donations you've made won't become a ticking time bomb upon your death ?​
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LEGAL STRUCTURING OF YOUR INVESTMENTS
Are the structures you've implemented (particularly real estate investment companies) appropriate for your situation and the type of rental you practice (unfurnished or furnished)?