Life is not always straightforward. Two people, a life-changing encounter, exciting plans and the start of a great adventure.

Natalie and Giles meet at university. After a few years together, they decide to make a commitment to each other and buy a home. Nathalie is a senior executive in a multinational company. After their second child is born, she decides to give up her career. Giles takes over his grandfather’s family business.

Summer for Natalie and Giles

During this time of numerous decisions for Natalie and Giles, they buy a second residence abroad. Using part of Natalie's inheritance and Giles's savings, the couple buy a vintage car and some contemporary artworks. Natalie inherits several properties and a portfolio of securities, some of which she would like devote to philanthropy.

Our expertise

For each of these projects we can assist you in organising the structure, management and transmission of your assets.

• Support with arrangements for purchasing and handing over investments and real estate.
• Putting you in touch with experts to help you protect and evaluate the precious or collectible assets you intend to pass on or share.
• Assistance with the implementation of solutions involving expert consultants.
• Defining the shape and scope of your philanthropic project; structuring an appropriate vehicle.

Is life all plain sailing?
Find out how the Bank supports families at every stage of their lives

Bernard Goffaux
Head of Estate Planning

For advice on legal or tax aspects of your estate

contact an adviser