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You will have a professional and experienced legal counsel to help you

Without the help of a professional, it might be difficult to figure out all matters related to family law and what you should take into consideration in advance. Our legal counsels will help you understand the legal questions concerning your wealth. 

A wealth management legal counsel works together with your Premium Banker and our other experts. They will focus your and your family’s various needs. 

Our legal counsel will give you a plan and proposals for solutions that are the most suitable for you. We will also help you carry out the actions we propose, if you choose to do so. 

See what a personal Wealth 360 plan includes.

Your wealth deserves planning

Anyone can be faced with a surprising life situation at any time, but many leave their personal and their family’s legal affairs unattended. This means that when something unexpected happens, they will be caught unprepared. Together we can ensure that your and your family’s finances and wealth are secure – now and in the future. 

See our examples of legal matters related to managing your wealth and various solutions for this

Legal matters related to managing your wealth and various solutions for this

Our legal counsels will help you understand various legal questions concerning your wealth, making sure that everything goes according to the law and legal documents prepared in advance when you face major changes in life. We can discuss the following topics:

  • securing the management of your finances if your health deteriorates 
  • keeping your wealth within the family in the case of a divorce or death and ensuring the financial well-being of your spouse and children or other loved ones
  • allowing you and your family to continue to service any loans you have in the event of a serious illness or death and preparing for inheritance taxes
  • inheritance planning and wealth transfers in advance.

Here are some of the legal means to achieve these goals 

  • power of attorney for guardianship
  • prenuptial agreement
  • will
  • various insurance solutions 
  • wealth transfers.

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