Wealth planning

“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