Private Wealth
Private Wealth
Connect wealth structuring, business succession and next-generation planning. Legal and tax advisers work with the broader picture of your family and business.
Wealth & Succession
- Wealth Structuring
- Estate Planning
- Business Succession
- Asset Protection
- Cross-border Wealth Planning
- Next Generation Planning
Bona Private Office
- One point of contact for family, business and wealth
- Coordination across legal, tax, wealth and lifestyle advisers
THE WAY FORWARD
From a conversation to a clear plan.
- 01
Understand
Share your business, wealth and family objectives.
- 02
Review
Review options, advisers, steps and scope of costs.
- 03
Prepare
Coordinate documentation and prepare for applications.
- 04
Continue
Plan for ongoing administration and renewals.
QUESTIONS, ANSWERED
Clarity before the first step.
Practical answers about structures, costs and the next step.
Explore all FAQs01Does Bona Private Office provide every professional service directly?
Bona Private Office coordinates matters across family, business and wealth. Legal, tax, wealth and lifestyle work may involve external specialists; responsibilities and engagement terms are confirmed for each matter.
02How should I compare a trust and a foundation?
Compare asset types and locations, governance, beneficiaries, succession objectives and laws and tax treatment in relevant jurisdictions. A trust involves administration by a trustee; a foundation is a separate legal entity. Individual legal and tax effects require professional review.
03Can I review setup and annual costs before proceeding?
Yes. Define the scope for formation, administration, offices, accounting coordination and applications. Before engagement, confirm what a quotation includes, including external professional and official fees.
04What should I include in my first inquiry?
Briefly describe the service you need, your business, preferred timing and country of residence. Do not include passport numbers, bank account details or asset statements in the initial form.
LET’S START A CONVERSATION
Your next chapter starts here.
Your business, your family, your future. Tell us what you have in mind.