WE GO ABOVE AND BEYOND TO PROVIDE NON-FINANCIAL WEALTH PLANNING SOLUTIONS THAT TRULY SERVE YOUR PURPOSE
AN INNOVATIVE APPROACH TO WEALTH PLANNING“Our mission is to advise Individuals and Families on the best way to structure, protect and transfer their wealth, with the aim of perpetuating their legacy for generations to come.”
We are your bespoke LEGAL FAMILY OFFICE
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WP Advisors was born in 2003 as a Family Office located in Switzerland, which soon evolved into a Multi-Family Office responding to the needs of High and Ultra High Net Worth Individuals and Families with presence in Monaco, Luxembourg and the Middle East.
Throughout the years, we focused more on what we are the most passionate about: advising our clients in the Middle East on the best way to structure their international investments and to plan for their future.
We are today a dynamic team of professionals in the fields of law, accounting, securitization, consolidation and corporate services, who understand and respect local cultures.
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WP Advisors is a wealth planning advisory company, specialized in assisting individuals, families and institutions in the Middle East by guiding them in the best way to protect and pass on their wealth. Our Monaco office assists residents with their wealth planning needs.
As a team of lawyers by background, we do not provide financial advice, but focus on how to best structure and protect wealth in general, and offer support with underlying needs (e.g. company creation, corporate services, consolidation, accounting, legal bookkeeping, securitization vehicles, overall restructuring, estate planning, … )
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WHAT WE BELIEVE IN
INNOVATION
Embracing an innovative way of doing business, believing that inspiring trust, having integrity, agility, professionalism and hard work are key to our successes
EMPOWERMENT
Empowering each other to go beyond established roads while understanding and respecting local cultures
KNOWLEDGE-SHARING
Encouraging continuous self-improvement and knowledge sharing, and strengthening our potential as a crossborder organization
LET’S HAVE A CALL!
Contact usIt all begins with a thought... Maybe you want to learn more about Wealth Planning, maybe you need Administrative Support, maybe you want to register a Will, or maybe you have an ongoing project which requires a securitization vehicle. Whatever it is, we are glad to listen to your needs and provide you with answers to the best of our knowledge.
