Wealth Structuring

A crucial aspect of our clients’ private banking relationships is ensuring their families’ protection through future planning. Our Wealth Structuring service offers complimentary, professionally-qualified advice to our clients, delivering a holistic approach to future planning and asset structuring. We discuss the goals of your succession planning and design solutions tailored to your specific needs and circumstances.

Our Products

Secure your family’s future with our bespoke Wealth Structuring services. We offer tailored advice on trusts, foundations, and more, ensuring compliant, long-term solutions for your succession planning needs.

Products

Trusts

Trusts provide a reliable way to manage and transfer your assets across generations. They ensure your family's future through well-defined succession plans, benefiting current and future members.

Foundations

Foundations offer succession planning that can include assets in the UAE.

Liquidity Planning

Our Wealth Structuring team facilitates liquidity planning for your future requirements, via one of our approved brokers.

Family Governance

Family governance establishes structured communication and decision-making frameworks, ensuring a seamless integration of family and business interests.

Reference To Independent Advisors

Our wealth structuring team connects you with experts to ensure comprehensive and compliant solutions tailored to your goals.

Implementation

We partner with trusted providers to implement your wealth structuring plan, ensuring smooth execution and support.

Islamic Wealth Structuring

Our wealth structuring team can assist you to build an international succession plan that is Shariah-compliant.

Head Office

Habib Bank AG Zurich
Weinbergstrasse 59, 8006 Zurich
Switzerland

DIFC

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