Wealth Planning
One size fits one
Take a holistic, global, yet personalised approach to assessing your wealth planning needs. We provide you with a long-term, bespoke strategy.
Our wealth planning solutions
Company creation and management
Entrepreneurs, investors, traders and other business people often need to set up and operate companies, partnerships, investment vehicles or similar entities in various jurisdictions to support their business activities. When setting up such entities, specific care must be given to tax, business, logistic, geopolitical and other key considerations.
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Structuring Advisory and Project Management
Collectively, our team has an extraordinary wealth of knowledge and experience in addressing the most challenging private and corporate needs in areas such as asset protection, international structuring for holding and operating business interests, tax optimization, IP protection and commercialization, succession planning and more.
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Ad hoc advisory and structuring
We like the challenge of a complex and sometimes urgent matter to resolve. Some of our client may call us to advise on a one-time specific transaction or structuring matter that calls for an out of the box thinking to be followed by an efficient and pragmatic action plan and execution.
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Single Family Office (SFOs)
Family offices often employ both family members in management and governance positions and external professionals in execution positions. We assist families in determining the optimal jurisdiction for an SFO, planning its activities, setting it up and overview of its operation, processes…
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Family Trust
Family trust is a common and popular vehicle, used principally to protect and manage family assets for its future generations. Under specific circumstances, Family trusts may provide some tax advantages. The concept of a Family trust has its origin in common law, but it became popular worldwide.
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Private Trust Company
Private Trust Company (PTC), is a company set up and operated exclusively for one individual or one family, acting as trustee on trust(s) of that individual or family. PTCs offer substantial families the efficiency, discretion and protection of an entity acting exclusively for their benefit.
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Foundations
A foundation is a legal entity which manages assets for beneficiaries, with beneficiaries often being limited to members of the founding family, or specific charity and non-profit purposes.
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Trading platforms (commodities)
We advise clients trading with various commodities on optimizing their international trading operations via established trading platforms, centralizing logistics, invoicing and collection, minimizing risk and safeguarding holding, commercial discretion and other key business interests.
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Planning your wealth with us
The goal of wealth planning is to piece together the future of your family succession planning, businesses and finance. No client’s needs are the same, so we offer specific guidance and tailored solutions to ensure you meet your objectives in the above fields.
No prepacked solutions
Our dedicated team will work methodically to understand your situation and goal(s). Every client has a unique set of circumstances that no one package can address. That’s why every solution we provide is tailored to your conditions, to address your specific needs.
Full transparency
We operate with full transparency and we provide total accountability for our services.
Simple and effective process
We understand that time is the most important commodity of all. We make sure our process remains timely and efficient, with a consistent line of communication between you and your advisor.
Our wealth planning team
Haggay Aidlin
Haggay Aidlin joined GMG in 2003. Over the years, he became a partner of the group, managing its Swiss office and then acting as CEO of the Fiduciary Services division. Prior to this, Haggay had served in various financial and fiscal planning positions with large Swiss multinationals. Today, Haggay supports the multi-Family Office arm of the business as a senior wealth planning advisor, drawing on two decades of running asset structuring, administrative services, and corporate functions provision to some of the group’s top clients.
Patrick Sulzer
Patrick joined GMG in 2018 after over a decade with a UAE leading multi-services provider where he acted as Partner and Group Operations Director. At the same time he was also one of the pioneers of ESG by co-founding Codethic to empower companies and standardise their environmental and social ratings. Patrick plays a key role in the Group’s business development strategy with a strong focus on the Middle East.
Matthieu Daguerre
Matthieu joined GMG in 2021 and routinely advises a broad spectrum of corporate clients from multi-national corporations to family-run businesses on the full scope of their emerging & frontier market affairs, with a special emphasis on the UAE and the Middle East, where he has more than 10 years of experience. He regularly advises on topics such as entry-to-market, structuring, joint ventures, corporate governance and economic substance. Matthieu holds a Master's in Law and was admitted to the New York bar in 2012.