Wealth

Our mission at Evasant is simple: to help you protect and secure the financial well-being of you and your family for now and for the future.

We leverage the full resources of our experienced wealth team, together with external specialists when appropriate, to provide custom wealth planning solutions that allow you to face the future with confidence.

Wealth planning involves developing a strategy that not only grows and changes as you do but protects your wealth and ensures it can be efficiently passed on when the time comes. It's a blend of practical financial planning, wealth structuring, and tax optimization, blended with deliberate estate and succession planning. Our approach looks at your entire financial landscape and provides you with stability and peace of mind when financial, legal, and political landscapes seem to be continuously shifting.

As family lives become more international, with businesses, studies, and homes spread across different countries, sophisticated wealth planning that takes all factors into account is increasingly important.

We dive deep to clearly understand your personal, business, and family situation and what priorities and goals you have so we can tailor your wealth management strategy to fit your specific situation, circumstances, and country of residence.

We dive deep to clearly understand your personal, business, and family situation and what priorities and goals you have so we can tailor your wealth management strategy to fit your specific situation, circumstances, and country of residence.

Evasant wealth plans are flexible and quickly adapt to changes in the economy, your personal life, and your family situation, so whether you're focused on growing your wealth, preserving it, handing down your business, or transferring assets, a strategic wealth plan is key to achieving your goals.