Because each family is unique, we pay close attention to your needs in order to provide you with a tailor-made quality service. We help our clients structure their personal wealth so that their heritage is protected and enriched over time.
Wealth Structuring, a service offered by Sunibel.
The Group offers a complete and bespoke wealth structuring solution – through the establishment of Trusts or Foundations – on an international scale. We leverage on our experience in the financial world and an extensive network of experts across the world to cater for the needs of our clients. We are present in Switzerland, Mauritius, and Hong Kong and our Group offers a large palette of accounting, legal, financial and tax services. Furthermore, we put a lot of emphasis on quality, confidentiality, and promptitude whilst we remain focused on our clients’ needs at all time.
This analysis is undertaken from a personal, family and professional perspective. It includes financial investments, immovable property, works of art, income sources, expenses, objectives in terms of financial and private return and wishes for asset transmission.
This involves appropriate planning and optimisation in terms of asset protection and transmission, retirement, tax, asset diversification, accounting consolidation of all asset types, and relocation in an effective and sustainable manner.
Our objective is to provide you with tailor-made solutions in order to grow your wealth.
We help you to optimise the return on your pension assets.
We guide and accompany athletes through a clear plan. Trust is essential. We are here for the long-term.