For every stage of life

Life is full of changes – some expected and some not. We protect personal and familial wealth, with the needs of future generations always in mind.

Wealth Creation

Organising assets

We efficiently review your global assets giving you full clarity and saving you time. We work with you, your loved ones and associates to:
  • Review your current assets, separating or consolidating them as appropriate, so that you can begin to lay the foundations of your estate.
  • Optimise your holding structures, taking into account the jurisdictional spread and type of assets held to ensure the most appropriate structure for your family.
  • Relieve the administrative burden of managing the assets, so that you can continue to focus on your business, family or passion projects.

Preparing for business sale or float

We ensure optimal personal structuring and succession planning is in place for key shareholders before and after your liquidity event.

We provide:
  • Trust and foundation structuring to ensure tax and legal compliance. Read more about our trust services.
  • Access to a network of carefully vetted professional intermediaries and advisors.
Wealth Protection

Structuring assets

Our service, devised to suit your individual circumstances, will consider the following:
  • Ring-fencing according to asset type and jurisdictions by using separate entities.
  • Separating business interests from personal interests.
  • Allowing for different levels of control and management where appropriate.

Platforms for preservation

We make sure all your assets are invested responsibly, enabling diversification and re-investment where appropriate.

Succession Planning

Providing for family and the people who matter

The most important people in your life need to be looked after – both now and in the future. We build structures that allow capital growth and income generation to be applied according to your wishes.

Navigating marriages and divorces

We work with you to establish structural provisions that allow you to plan for potential changes in key relationships. This means minimal disruption to daily administration of assets during challenging or emotional circumstances.

Preparing the next generation

We work with families to help educate and advise the next generation, to nurture a sense of responsibility towards the preservation and application of wealth. This offers the reassurance of continued protection from potential misuse or misapplication of assets by future generations.

Growing the family

Building family offices and constitutions

We create structures that are as unique as your family and provide solutions to manage your financial and non-financial assets through multi-generational planning.

Empowering the next generation

We help empower responsible ambition in the next generation. We manage their goals and aspirations alongside your own making sure realistic plans for the future are firmly in place.

Enjoyment and Philanthropy

Managing luxury assets and lifestyles

We can assist you in acquiring and managing your luxury assets - from sourcing a particular artwork to hiring the crew for your yacht.

You want to be free to enjoy your lifestyle, safe in the knowledge that your assets are protected and well managed. Let us do it for you.

Read more about our luxury asset services.

Making philanthropy effective

We listen to your philanthropic goals, taking into account your family values, social responsibilities and ethical choices. We find the appropriate structures to establish effective long-term impact.

Read more about our trust and foundations services.

“As a HNW Professional Adviser I have worked with Suntera for over 20 years, predominantly to service the needs of my family office clients. Over this time, we have built a robust relationship based on trust and collaboration, one that I look forward to maintaining for years to come.”
Hight net worth advisor, client of 20+ years
Swiss team

Suntera Private

We offer a range of bespoke international services for private clients and their families.