Estate Planning

Estate Planning
At Valsen we engage with key intermediaries, including private banks, family offices, accounting and legal firms and independent financial advisers. Our aim is to become a strategic partner of choice, in delivering trust and fiduciary solutions. Our services are aimed at high net worth individuals, and focus on asset protection, tax planning, business and family succession and estate planning.
Today’s business and personal demands have made society increasingly international. As a result, managing personal assets has acquired an exceptional level of complexity. Despite the complex nature of private wealth management, mere efficiency is not enough in service delivery. Trust is paramount to any lasting relationship and is the platform on which we build the value of our services at Valsen.
Trusts and Foundations are often used for top entities in private or corporate investment holding structures. This vehicle yields advantages, including reduced tax rates, tax deferrals and a separation of assets from those of the settlor and beneficiary. Valsen provides estate planning in multiple jurisdictions across the world.
We offer a broad range of estate planning products designed to satisfy individuals seeking to establish a succession plan, while simultaneously providing tax minimization or tax deferral arrangements for individuals and corporations alike. Valsen proactively develops new methods and solutions for clients to minimize the impact of changing tax legislation. Valsen’s solution-driven focus results in a continually evolving and diversified range of products.