Because each family is unique, we pay close attention to your needs in order to provide you with a tailor-made quality service. We help our clients structure their personal wealth so that their heritage is protected and enriched over time.
Wealth Structuring, a service offered by Sunibel.
The Group offers a complete and bespoke wealth structuring solution on an international scale. We leverage on our experience in the financial world and an extensive network of experts across the world to cater for the needs of our clients. We are present in Switzerland and Mauritius, and our Group offers a broad range of accounting, legal, financial and tax services. Furthermore, we put a lot of emphasis on quality, confidentiality and promptitude whist we remain focused on our clients’ needs at all time.
Situational analysis
This analysis is undertaken from a personal, family and professional perspective. It includes financial investments, immovable property, works of art, income sources, expenses, objectives in terms of financial and private return and wishes for asset transmission.
Definition of a wealth-structuring project
This involves appropriate planning and optimisation in terms of asset protection and transmission, retirement, tax, asset diversification, accounting consolidation of all asset types, and relocation in an effective and sustainable manner.
Implementation of the project
This involves the setting up of the appropriate legal entities (Trust, Foundation, Company), reorganising and optimising immovable and financial assets, succession planning through the establishment of wills and organising for asset relocation if required.
Accounting and Tax
Our team has the required capabilities and skills to support you in keeping your accounting, as well as your tax, in accordance with the legal obligations in effect.
Human Resources
Whether you are looking to recruit, manage your people, structure your company’s Human Resource, or plan for future growth, we can provide you with the experience and capabilities you need to achieve your business objectives.
Communication
You have just started your activities or have been serving customers for a while, but do not have a well-established brand? We help you in its development.