Wealth structuring

Mont-Blanc Wealth Management Services invests a lot of time and energy with you and our network of dedicated advisors to develop an effective financial strategy for the structuring of your wealth.

The structures created in a partnership with external experts can protect both your financial and non –financial assets, varying from yachts, jets, art and real estate property to businesses and foundations. This is unlike many trust companies you might know.

Due to the proactive monitoring of developments in international planning, tax and other legislation, we strive to ensure that your wealth structure remains robust, relevant, and effective over time for you and future generations.

We are keen to provide you with a high touch, high quality experience. Hereby we aim to help you with the design of a transition plan and the development of the human and intellectual capital in your family to sustain a flourishing family.

As you might know, many families lose their wealth in the 3rd/4th generation. This can and should be prevented! The do’s and don’t’s in this regard are integrated in our approach to manage your and your family’s wealth.

To cope with the baffling scope of your professional and private assets, differences in tax and regulatory regimes and the vicissitudes of family life, a good ear and the skills of a team of experts dedicated to such matters, are essential. Mont-Blanc Wealth Management Services can offer you a wide and comprehensive range of relevant services through our network of external specialists.

This includes broader issues like family governance and planning for future generations. An extensive range of vehicles is used like trusts, foundations, insurance and corporate vehicles when we structure your wealth.

As an independent company we cooperate with a team of international experts in order to ensure that your financial arrangements keep pace with the rapidly changing environment. The way your assets are managed are constantly reviewed and revised as unique families, priorities and lifestyles also alter over time.

We can also provide you with advice and services with regard to charitable giving. The founder of our company Richard Crombach RBA was responsible for about two years at ING Investment Management as an expert in Philanthrophy and related services.

Our services include a special programm for children of wealthy individuals called YEP! (click link).

Please contact us to discuss our wealth management services in more detail.

Mont-Blanc Wealth Management Services helps you to make the most out of your precious time by fulfilling special requests as a concierge partner. You and your family are holistically supported by us with competences like:

• Travel organisation: we help you organize trips
• Education: we help you select a school for your (grand) children abroad
• Health care: we can arrange medical treatment through our network contacts
• Tickets: we help you to secure exclusive sport/ event tickets
• Exclusive shopping: we can be of help when you are looking for a special exclusive product
• Art competence: we can be of help when you are looking for guidance at art shows like TEFAF or other art related matters
• Special requests, like our support with regard to finding you a (holiday) home in Switzerland

Mont-Blanc Wealth Management Services can be of support when you consider to set up a philanthropic engagement or invest assets in companies that address social and environmental causes.

Or we can assist you with a donation strategy or all kinds of values based investment services, or SRI screenings.

Please contact us to discuss Philanthropic Services in more detail.

Mont-Blanc Wealth Management Services set up a platform for knowledge exchange for wealthy beneficial owners (focus on Family governance) but has its primary focus on their beneficiaries: YEP! (Young Entrepreneurial successors and Professionals) is a programm for children at a critical life stage that deals with issues geared towards your (family’s) interests, personal ambitions and life cycle needs.

The programm covers a wide range of topics related to Finance and holistic wealth management, next to workshops with professionals which allow participants (age 18-30) to develop their leadership skills, and further recognize their personal ambitions.

Personal development is addressed as a personal experienced coach is allocated to each participant. The specially tailored educational programm for the ‘next generation’ will follow up alumni events. Hereby courses with theoretical knowledge with broad practical advice are combined with experience sharing and access to leading professionals.

The goal is to reach out to the younger generation of wealthy individuals and provide guidance at a critical life stage, thereby supporting parents in their education process.

We believe that your family’s human and intellectual capital is just as important as your financial capital as your family’s wealth is dependent on all three aspects! Furthermore, in order to transfer wealth to your family’s next generation, one should carefully consider what the do’s and don’t’s are in this regard. And your (grand) children have to be well prepared. Please click on YEP! if you would like more detail or to subscribe your (grand) child.