Wealth Administration
At Axtead, we assist Ultra-High-Net-Worth (UHNW) clients with global structuring, day-to-day management, and governance of their wealth. Operating at the intersection of legal, tax, and operational excellence, we serve as a trusted partner for families and executives seeking bespoke, confidential, and long-term support.
Our services include:
- Day-to-day administrative, legal, and tax assistance: managing reporting obligations, monitoring deadlines, and coordinating with regular advisors (notaries, private bankers, accountants, family offices, etc.);
- Securing wealth-holding structures (private real estate companies–SCI–, holdings, trusts, foundations, etc.);
- Management of contractual commitments (intra-family loans, protection mandates, management fee agreements, gift commitments, Dutreil Pacts, etc.);
- Strategic personal projects, including guidance on tax residency relocation, the acquisition of primary or secondary residences, and securing international family wealth flows;
- Implementation of governance frameworks: family shareholders’ agreements, family committees, intergenerational schemes, delegations of authority.
We build long-term relationships with our clients based on proximity, reliability, and responsiveness. We act as a single point of contact to coordinate all legal, tax, and wealth-related matters.
Our ambition: to bring coherence, peace of mind, and mastery to the management of complex estates.
Question
Wealth Administration centralizes the legal and tax management of an estate, ensuring coherence, foresight, and simplification. It provides our clients with a single point of contact capable of monitoring all flows, obligations, and projects, without replacing their financial advisors.
It serves as a significant time-saver and a tool for risk mitigation. Above all, it provides the continuity necessary to maintain total oversight, particularly within complex family or international contexts.
Because UHNW estates demand more than just administrative oversight: they require strategic depth, rigorous execution, and cross-disciplinary orchestration.
At Axtead, this mission is built on three pillars:
- In-depth expertise in the complex tax and estate challenges unique to UHNW clients;
- A confidential approach driven by the highest professional standards;
- A personal and long-term commitment to every client we serve.
As professionals with multidisciplinary backgrounds, we possess the complementary skills needed to handle every aspect of your estate: resolving technical complexities, managing day-to-day matters, and representing our clients’ interests—all while respecting the roles of your existing partners (bankers, asset managers, notaries, etc.).
Furthermore, as attorneys-at-law, we guarantee the highest level of data protection and absolute confidentiality, ensured by both our infrastructure and our strict adherence to professional ethics.
We define the scope of work, priorities, and desired level of involvement together with our clients. Wealth administration can range from the simple supervision of recurring obligations to the full coordination of all legal, tax, and estate-related matters.
A dedicated point of contact ensures ongoing follow-up and coordination with your existing advisors, providing clear reporting and absolute confidentiality.
Another major advantage is our fee structure: our fees are transparent and proportional to our involvement—without any direct link to the value of your assets. Our fees are agreed upon in advance, ensuring there are no surprises. Most importantly, our advice is guided exclusively by your best interests.
