Private Wealth

We understand that wealth management often involves the intersection of personal, family, and business interests. Our legal advice is designed to address the unique challenges and opportunities that substantial wealth presents, including wealth preservation, cross-border investments, dynamic tax regimes, family governance, and estate planning.

Our Private Wealth practice group provides tailored legal services to high-net-worth individuals, families, and family offices.

We also provide expertise in tax planning, ensuring compliance with local and international tax regulations while identifying opportunities for efficient tax structuring. We understand that our clients often operate across borders, which is why we excel in providing solutions that navigate the complexities of international estate and tax planning. This includes advising on the tax implications of wealth transfers, estate planning, and family business arrangements.

As different life events may trigger disagreements and opposing interests, then in cooperation with our dispute resolution team we have extensive practice in representing clients in the disputes related to inheritance and division of marital assets.

Our services include comprehensive assistance in private wealth management, estate planning, and inheritance matters. Whether designing business succession schemes, drafting marital agreements and wills, or handling large-scale cross-border inheritance cases, our team provides personalised solutions to meet the unique needs of each client.

Key areas where we can help include:

• Wealth preservation and succession planning – developing strategies to protect and transfer wealth across generations.
• Tax planning and structuring – offering tailored advice on tax-efficient solutions, including cross-border tax matters.
• Estate planning and inheritance – assisting with wills and navigating complex inheritance processes.
• Family agreements – advising on marital and cohabitation agreements to protect personal and business interests.
• Cross-border solutions – providing seamless advice on international issues, including tax and inheritance, to address multi-jurisdictional complexities.
• Disputes and out-of-court settlements – representing clients in negotiations and court proceedings concerning marital and inheritance matters or facilitating negotiations that lead to amicable resolutions, prioritising our clients’ long-term interests.

With a proven track record of success, COBALT’s Private Wealth practice group delivers innovative and reliable solutions that integrate family, business, and financial considerations. We are committed to helping our clients achieve their long-term goals while navigating the intricate legal and regulatory landscape with confidence.