Estate Planning

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Because lasting personal wealth requires long-term planning, we offer more than just asset management expertise.
It is perhaps the entrepreneur's fondest wish: to pass a business on to a daughter or son. Yet actually making the transfer can be complicated and often includes undesirable compromises for parents, children or both.

Following an in-depth analysis of your overall personal situation, our financial planning specialists and your asset manager will provide advice and solutions tailored to your specific requirements, including:

structuring your assets, whether they are financial investments, real estate, business assets, or art, for example, by creating an appropriate legal entity
ensuring that your asset management instruments are appropriate to your short, medium or long-term objectives
optimizing your tax situation and your retirement provision
preparing for a change of residence or for retirement
planning to pass on your estate

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We take client support very seriously. You can reach us by any of the following methods.

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DISCLAIMER: Some services on this site are not available to inexperienced investors. Some of the products and services described are not available in some jurisdictions and any description does not constitute advice, an advertisement, an invitation, an offer or a solicitation, to buy or sell any products or services described. You are advised that most services are only available following completion of Gedamo Customer Agreement and/or any other relevant documentation as required by the Company from time to time.
Trading financial products carries a high level of risk, and may not be suitable for all investors. The high degree of leverage can work against you as well as for you. Before deciding to invest in financial products you should carefully consider your investment objectives, level of experience, and risk appetite. Past performance is no indication or guarantee of future performance. This website contains links to other websites published by third parties. Links to such websites have not been approved for accuracy, reliability or completeness. Accordingly, Gedamo does not endorse or recommend any such information contained within such third party websites. Calls made to Gedamo may be recorded.

Estate Planning

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