Because each family is unique, we pay close attention to your needs in order to provide you with a tailor-made quality service. We help our clients structure their personal wealth so that their heritage is protected and enriched over time.

Wealth Structuring, a service offered by Sunibel.

The Group offers a complete and bespoke wealth structuring solution on an international scale. We leverage on our experience in the financial world and an extensive network of experts across the world to cater for the needs of our clients. We are present in Switzerland, Mauritius and Hong Kong and our Group offers a broad range of accounting, legal, financial and tax services. We put a lot of emphasis on quality, confidentiality and promptitude whist we remain focused on our clients’ needs at all time.

 

Situational analysis

This analysis is undertaken from a personal, family and professional perspective. It includes financial investments, immovable property, works of art, income sources, expenses, objectives in terms of financial and private return and wishes for asset transmission.

Definition of a wealth-structuring project

This involves appropriate planning and optimisation in terms of asset protection and transmission, retirement, tax, asset diversification, accounting consolidation of all asset types, and relocation in an effective and sustainable manner.

Implementation of the project

This involves the setting up of the appropriate legal entities (TrustFoundation, Company), reorganising and optimising immovable and financial assets, succession planning through the establishment of wills and organising for asset relocation if required.

Cloud services

Our agile Cloud services allow you to focus on your core business and support your company’s growth. We are here to accompany you in your digital transformation process, enabling you to remain competitive in your business in a rapidly changing world.

 

Development

Our development teams develop applications and software tailored to the requirements of your business, as well as websites, using the latest technologies to comply with the various search engines.

IT infrastructure services

We provide you with IT infrastructure and maintenance services to create or transform your IT infrastructure, increasing your efficiency, enabling you to achieve your strategic goals.

Data integration

With our knowledge of software parameterisation, we manage, integrate, format and transform data flows. Data integration is essential for companies that want to improve their strategic decision-making and increase their competitive advantage.