“Wealth planning is the art of structuring your wealth while building it, preserving it, and in order to transfer it to the next generation tax-optimised. Wealth planning is a mix of tax planning, wealth protection, estate planning and business succession planning and relates to your total worldwide wealth.”
Source: Switzerland-family-office.com
Careers we cover in Wealth Planning and Trust:
– Trust Manager
– Trust Relationship Manager
– Wealth Structurer
– Wealth Planner
– Estate Planner
DART Consultants specialising in Wealth Planning and Trust careers:
Simona Schnoz