Preserving wealth across generations and borders
Sophisticated private wealth clients require an adviser who understands not just tax law, but how to structure wealth across multiple asset classes, jurisdictions, and family circumstances — with discretion, technical precision, and long-term judgement.
You may need this advice if you are…
When wealth, family, and international matters become more complex, standard solutions may no longer be enough. Tailored advice can help you plan with clarity and confidence.
What this advisory covers
Private wealth becomes more complex when ownership, residence, succession, and asset location no longer sit in the same country. The role of the adviser is not simply to optimise. It is to create structures that remain coherent over time, workable in practice and defensible under later review.
01
Build & Hold
Trust and fiduciary structures
Advice on trust and fiduciary arrangements used for long-term wealth organisation, family planning, governance, and asset protection.
These structures must work not only technically, but also considering residence, control, reporting obligations, and future generational transfer.
02
Build & Hold
Cross-border ownership platforms
Holding structures for private assets and family wealth where ownership spans multiple jurisdictions or involves international mobility.
The focus is on coherence, stability and the interaction between present efficiency and future scrutiny.
03
Monetise & Contract
Private real estate structuring
Advice on the acquisition, holding and disposal of private real estate assets, including international property ownership through direct or structured arrangements.
Real estate often sits at the intersection of personal wealth, family planning, and cross-border tax exposure.
04
Monetise & Contract
Investment and holding vehicles
Vehicles used to organise family capital, diversify assets and support international wealth deployment.
The emphasis is on clarity of ownership, durability of structure and alignment with longer-term private wealth objectives.
05
Protect & Defend
Banking and family office coordination
Advice that works effectively alongside private banks, family offices, trustees, personal counsel, and other advisers.
Many private wealth matters require coordination as much as technical judgement.
06
Protect & Defend
Disclosure, scrutiny, and disputes
Support where private wealth structures, historic arrangements or reporting positions come under review.
Where scrutiny begins, the objective is to clarify facts early, assess defensibility and respond with control and discretion.
Representative situations may include
Why private clients and their advisers instruct Hervé Israel
Discretion first
Private wealth matters often involve family dynamics, visibility, mobility, and long-term exposure. The advisory approach is personal, discreet, and senior-led from the outset.
Built with scrutiny in mind
Experience beginning inside the French tax authorities brings a clearer understanding of how private structures may later be interpreted, reviewed, or challenged.
Truly cross-border judgement
Where family, residence, real estate, banking, and ownership extend across jurisdictions, the advice is designed around the full picture rather than isolated local answers.
Effective alongside other advisers
Private wealth work rarely happens in isolation. The advice is designed to work smoothly with family offices, trustees, private banks, lawyers, and other professional advisers.
Discuss your private wealth situation confidentially
Clients usually get in touch when family wealth becomes more international, when existing arrangements need to be reviewed, or when succession, relocation or real estate questions begin to create tax complexity. A confidential first conversation can quickly clarify the real issues and the right next step.
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