Asset allocation & investment advisory
Diversification is the key to wealth preservation.
IMM Wealth Management will use its vast experience and in-house analytical tools, developed over the years, to analyze your risk profile.
Accordingly, we will assist you in determining and implementing the optimal mix of capital market and non-capital market investments, liquid and illiquid investments. We are also able to assist you in diversifying your investments over several jurisdictions.
Offshore companies, trusts & foundations
We help you find the structure best suitable for your needs.
Deciding on the right legal structure is a key element in managing wealth.
Offshore companies, trusts and foundations are regularly used for succession planning and tax optimization.
IMM Wealth Management can assist you in deciding between the different options and forming such structures in various jurisdictions.
Tax & Legal Assistance
Obtain the guidance you deserve.
IMM Wealth Management can assist you with legal and tax matters. You can benefit from our international network of legal and tax specialists.
Plan for the future.
The ultimate goal is transferring your wealth to the next generation as tax-efficiently as possible. IMM Wealth Management can assist you with your estate planning through our network of legal and tax specialists.
Secure your legacy by contributing to others.
IMM Wealth Management will gladly support you in making a difference. We are able assist you in exploring the different ways to make a lasting change.