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Specialism: Lawyers Estate Planning
Company: Bonnard Lawson
Location: Lausanne, Switzerland
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Review of Middle Eastern Families Wealth Planning
Over the past years, I have been working closely with a Middle Eastern family to assist them in the planning of various aspects of their wealth. The family is invested in its home jurisdiction and is looking to branch out by shifting the mind and management of their key decision making entities. The analysis of their current holding and operational vehicles revealed a need to centralize the decision making and inprint the creation of an estate and succession planning tool. The review covered several jurisdictions and the analysis of residence requirements and nationality based taxation issues. The work covers five jurisdictions and three generations.