We work together to develop a wealth strategy that suits you, adapted and optimized for the management of your assets within a time limit.

Your wealth consists of all the capital earned during your life or through your professional activity: it is essential to manage and develop these properties and assets, for your own future, but also for your relatives or colleagues’ future. Lawford Investment offers all its expertise as a consultant in wealth management to individuals and business managers wishing to establish an effective wealth strategy, in line with their situation and their exposure to risk.

How do we proceed? Through an accurate assessment of the relationship between profitability, risk and liquidity. It is essential to measure beforehand the profitability of your financial or real estate investment, in order to build your financial comfort on sound and solid foundations.

An effective tax and estate plan is an integral part of the financial planning process.

Estate planning involves determining the fate of your assets upon your death. It’s not always an easy topic to tackle, but having a ready plan is important not only to you, but to your heirs as well. On one hand, you can be sure your wishes are fulfilled, on the other hand, your heirs will not have to pay taxes that could perhaps have been avoided.

To stay in control of your estate, we suggest you take the following five steps:

Who will be responsible for distributing your assets?

Who will get what, and when?

Who will look after your children, if they are underage?

Who will manage fiduciary duties, if you have them?

Who will make the financial decisions, if you cannot make them yourself?

Developing an estate plan is an integral part of any good financial plan. The best way to ensure that your wishes will be fulfilled is to have a valid, up-to-date will. Without careful planning, your estate tax bill could reach colossal amounts and the relationships between the beneficiaries of your estate could turn into conflict. When it comes to something as important as your estate, you should not leave anything open to interpretation.

Advice :

Our mission is to protect and enhance the wealth that you entrust to us to manage. We advise you in order to set up the optimal wealth organization and we select the best investment solutions in order to reach the defined objectives with complete independence and objectivity.

Follow up and control:

We monitor the development of your wealth; we support you in all procedures related to the management of your assets, in monitoring performance and defending your interests, on a long-term basis and with the help of our network of experts.