Gestion de Patrimoine

CE QUE NOUS FAISONS

Protéger les actifs et préparer les générations futures grâce à une structuration intelligente

Nous aidons les particuliers, les familles et les chefs d'entreprise à protéger ce qu'ils ont bâti avec des solutions de pointe.

COUVERTURE COMPLÈTE

Services de gestion de patrimoine couvrant la structuration et la distribution future.

From expatriates with multi-jurisdictional assets to Indonesian entrepreneurs planning for succession – we design wealth planning structures that reflect your personal, familial, and financial landscape. Our advice is guided by your values, responsive to legal and tax frameworks, and focused on long-term security.

Structuration d'Actifs

Nous aidons à consolider et à protéger vos avoirs de manière fiscalement optimisée et juridiquement sûre.

Planification Successorale

Nous concevons des stratégies successorales claires, incluant les testaments et les plans de succession.

POURQUOI NOUS CHOISIR

Qu'il s'agisse de protéger vos actifs ou de planifier leur transfert, nous vous aidons à structurer votre patrimoine.

01

Structuring With Purpose
We design asset frameworks that protect ownership, reduce risk, and support your family or business legacy.

02

Independent & Product-Free
We don’t sell insurance, funds, or financial products. Our recommendations are solely based on what benefits you.

03

Legal + Financial Alignment
Our plans balance legal protection, tax efficiency, and practical usability, not just theory on paper.

04

Family & Business Succession
We address real-life challenges: heirs, cross-ownership, partners, guardianship, and business continuity.

05

Cross-Border Estate Planning
Support for mixed-nationality families, international assets, relocation, and overseas inheritance considerations.

06

Confidential & Ongoing Support
Asset plans are maintained discreetly, with ongoing updates as laws, structures, and family conditions evolve.

FAQ's

Questions fréquemment posées sur la gestion de patrimoine

Common options include PT companies (operating or holding), yayasan (foundations), regulated investment accounts, insurance-based wealth protection products, and pension schemes.
No. Most structures do not require residency, though some financial products or tax statuses may require a local address or occasional presence.
Yes. A PT—particularly PT PMA for foreign owners—can hold assets, manage investments, and generate income within Indonesian legal frameworks.
Yes. Domestic wealth structures require continuous corporate, tax, and regulatory compliance, as well as periodic strategic reviews.