Module X·Article II·~1 min read
Services and Structuring
Wealth Management
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Services and Structuring
Services and structuring
Investment management — investment management (asset selection, rebalancing)
Financial planning — planning (retirement, education, taxes)
Tax planning — tax optimization
Estate planning — estate planning
Trust services — trust management services
Concierge services — concierge services (reservations, children's education, etc.)
Philanthropy advisory — philanthropy consulting
Succession planning — business succession planning
Asset protection — asset protection (from lawsuits, divorces)
Insurance structuring — insurance structuring (life, health, liability)
Credit and lending — lending to high-net-worth clients (lombard lending)
Lombard lending — lending secured by securities
§ Act · what next