At Corwell Partners, we understand that true wealth goes beyond net worth—it's about building a legacy that endures. Our Wealth & Investment Management services are designed to create a solid foundation for your family's future, combining strategic financial planning with dynamic investment management to ensure your assets grow and align with your long-term goals and values.

Tailored Strategies: We don't believe in off-the-shelf solutions. Every family is unique, and so are their financial needs. Our team works closely with you to develop customised strategies that reflect your risk tolerance, time horizon and aspirations. Whether you focus on preserving capital, generating income or achieving significant growth, we craft a plan ideally suited to your situation.

Active Investment Management: Navigating the complexities of today's financial markets requires vigilance and expertise. Our active investment management approach ensures your portfolio is continuously monitored and adjusted to respond to market conditions and changes in your circumstances. We optimise your portfolio's performance by optimising strategic asset allocation, diversification and timely rebalancing while effectively managing risk.

Holistic Financial Planning: Wealth & Investment Management isn't just about the numbers—it's about ensuring that every aspect of your financial life is harmonious. Our holistic approach includes comprehensive financial planning services, such as retirement planning, cash flow management and education funding. We provide the guidance you need to make informed decisions that support your long-term financial well-being.

Generational Wealth Transfer: Preserving wealth for future generations requires careful planning. We work with you to create strategies that ensure a smooth transfer of assets, minimise tax implications and maintain family harmony. We aim to help you build a lasting legacy that reflects your family's values and aspirations.

Types of Assets We Manage:

‍• Investment Portfolios: Equities, bonds, mutual funds, ETFs and alternative investments.

‍• Real Estate: Residential and commercial property investments.

‍• Art Collections: Acquisition, management and sale of valuable art pieces.

‍• Luxury Assets: Fine jewellery, antiques and rare collectables.

‍• Private Equity: Investments in private companies and venture capital opportunities.

‍• Business Interests: Management and succession planning for family-owned businesses.

‍• Philanthropic Funds: Structuring and management of charitable giving and foundations.

At Corwell Partners, our Wealth & Investment Management services are about more than just growing your assets—they're about securing your legacy for generations to come.

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At Corwell Partners, we recognise wealth is more than just assets—it embodies your life's work, values and aspirations. Estate and succession planning ensures that your legacy is passed on seamlessly, preserving family harmony while minimising the tax burden. Our approach is both strategic and deeply personal, tailored to meet the unique needs of your family and the complexities of your assets.

Seamless Wealth Transfer: We work with you to craft a comprehensive estate plan that ensures a smooth wealth transition to the next generation. This includes detailed strategies for asset distribution, minimising estate taxes and protecting your heirs from potential legal challenges. We aim to ensure that your wealth serves your family for generations, as you envision.

Family Business Succession: For families with business interests, succession planning is crucial to the continuity and success of the enterprise. We help you develop a plan that addresses leadership transition, ownership transfer and governance structures, ensuring that your business remains in capable hands and continues to thrive.

Tailored Trust & Estate Structures: Every family and its needs are unique. We specialise in creating customised trust and estate structures that align with your goals, whether protecting assets from creditors, providing for charitable causes, or ensuring that future generations are supported. Our solutions are designed to be flexible and adaptable, responding to changes in your family's circumstances or the legal environment.

Minimising Tax Impact: Estate planning is as much about protecting your wealth from excessive taxation as it is about passing it on. Our expert tax advisors work closely with you to develop strategies that minimise estate and inheritance taxes, ensuring that more of your wealth is preserved for your heirs.

Legacy Planning: We believe estate planning is not just about financial assets—it's about passing on your values, traditions, and vision for the future. We help you create a legacy plan that includes philanthropic endeavours, family governance, and education programs for the next generation, ensuring that your legacy reflects your life's work and ideals.

At Corwell Partners, estate and succession planning is about more than just preparing for the future—crafting a legacy that honours your past, serves your present, and inspires future generations.

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At Corwell Partners, we understand that the successful stewardship of family wealth goes beyond financial management—it requires strong governance structures that foster unity, clarity, and shared purpose among family members. Our Family Governance services are designed to help you establish a framework that supports effective decision-making, nurtures family harmony, and ensures the continuity of your values and legacy.

Customised Governance Structures: Every family is unique, with its own dynamics, values and goals. We work closely with you to develop governance structures that reflect your family's needs, whether a family constitution, a family council or board of director meetings. These structures provide a clear framework for decision-making, helping to manage conflicts and ensure that everyone's voice is heard.

Education & Communication: Open communication and ongoing education are critical to successful family governance. We offer programs and workshops designed to educate family members—especially the younger generation—on financial literacy, leadership, and the responsibilities of wealth. These initiatives help prepare your heirs to take on leadership roles and contribute meaningfully to the family's legacy.

Conflict Resolution & Mediation: Even the most harmonious families can face conflicts, especially when managing wealth and making decisions that affect everyone. We provide conflict resolution and mediation services to help navigate these challenges, ensuring that differences are addressed constructively and do not undermine family unity.

At Corwell Partners, our Family Governance services are about more than just managing wealth—they're about building a strong, cohesive family unit that can confidently navigate the complexities of wealth and leadership today and for generations to come.

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At Corwell Partners, we believe that wealth is responsible for making a positive impact. Our Philanthropy Consultation services are designed to help you navigate the complex landscape of charitable giving, ensuring that your contributions are meaningful, effective and aligned with your values. Whether you're looking to establish a family foundation, support local initiatives or engage in global philanthropy, we provide the expertise and guidance to maximise the impact of your generosity.

Strategic Philanthropy Planning: We start by understanding your values, passions, and long-term goals. Our team works with you to develop a strategic philanthropy plan that reflects what matters most to you and your family. This plan serves as a roadmap for your giving, helping you focus on causes that align with your vision and create lasting impact.

Establishing & Managing Foundations: We offer comprehensive services to develop and manage private foundations for families interested in more structured giving. From legal structuring to ongoing administration, we ensure that your foundation operates smoothly and effectively, allowing you to focus on the causes that inspire you.

Impact Measurement: Effective philanthropy is about more than just giving; it's about making a difference. We help you measure the impact of your contributions, providing insights into how your donations are making a tangible difference in the communities and causes you care about. This feedback allows you to refine your giving strategy and increase the effectiveness of your philanthropic efforts.

Family Engagement in Giving: Philanthropy can be a powerful tool for bringing families together around shared values and goals. We facilitate family meetings and workshops focused on charitable giving, helping to engage all generations in the process. Involving the entire family ensures that your philanthropy reflects a collective vision and strengthens family bonds.

Connecting with Opportunities: With our deep knowledge of the philanthropic landscape, we connect you with opportunities that align with your interests, whether local, national, or international. We have established relationships with charitable organisations, ensuring your contributions reach the right places and achieve the most significant possible impact.

Highlighted Philanthropy Opportunities:

Here are three exemplary philanthropic opportunities we recommend, each offering a unique avenue to make a meaningful impact:

King Baudouin Foundation (KBF): Partner with Belgium's leading foundation to support various causes, from social justice to environmental conservation.

Vlaamse Stichting voor Verkeerskunde (VSV): Contribute to initiatives to improve road safety and reduce traffic accidents in Flanders.

Belgian Red Cross: Support critical humanitarian efforts, including disaster relief, first aid training and community resilience programs.

These are just a few of the many possibilities we offer our clients. Our extensive network and expertise allow us to tailor philanthropic opportunities to your interests and goals, ensuring your giving is impactful and deeply fulfilling.

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At Corwell Partners, we understand that effective tax management is crucial to preserving and growing your family's wealth. Our Tax Advisory & Compliance services are designed to optimise your tax position, ensuring you meet your obligations while minimising liabilities. We provide personalised strategies that align with your financial goals, allowing you to focus on what truly matters—building and protecting your legacy.

Strategic Tax Planning: Tax laws are complex and constantly evolving, but with our expert guidance, you can confidently navigate these changes. We work closely with you to develop proactive tax strategies tailored to your unique financial situation. Whether you're dealing with personal income, business earnings or investments, we identify opportunities to reduce your tax burden and enhance your overall financial position.

Global Tax Compliance: Navigating cross-border tax regulations can be particularly challenging for families with international interests. Our global tax compliance services ensure you comply with local and international tax laws, avoiding potential pitfalls and penalties. We coordinate with our network of global partners to provide seamless tax solutions, no matter where your assets are located.

Estate & Gift Tax Planning: Estate planning requires managing the tax implications of transferring wealth. Our team helps you navigate the complexities of estate and gift taxes, developing strategies that minimise tax liabilities while ensuring that your wealth is passed on efficiently and according to your wishes. We work to preserve the value of your estate so that more of your wealth can be enjoyed by future generations.

Business Tax Advisory: If your family wealth includes business interests, our business tax advisory services provide comprehensive support in optimising your corporate tax structure. We assist with everything from entity structuring and tax-efficient operations to mergers, acquisitions and succession planning. Our goal is to enhance your business's profitability and sustainability through intelligent tax management.

Tax-Efficient Investments: We help you structure your investment portfolio to maximise tax efficiency, optimising your returns after taxes. From tax-advantaged accounts to strategies that defer or reduce taxes on capital gains, our approach integrates tax considerations into your overall investment strategy.

Compliance & Reporting: Complying with tax regulations is essential to avoiding costly penalties and maintaining financial health. We provide thorough tax compliance and reporting services, ensuring all necessary filings are completed accurately and on time. Our meticulous approach to compliance helps you avoid surprises and stay on top of your tax obligations.

At Corwell Partners, our Tax Advisory & Compliance services are more than just a check-the-box exercise—they are a strategic component of your overall wealth management plan, designed to safeguard your wealth and support your long-term financial success.

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At Corwell Partners, we believe that protecting your wealth requires more than just financial acumen—it requires a deep understanding of the risks that can threaten it. Our Risk Management services are designed to identify, assess, and mitigate the wide range of risks that high-net-worth families face. We take a proactive approach, turning potential vulnerabilities into strengths so you can focus on building a secure and lasting legacy.

Comprehensive Risk Assessment: Effective risk management begins with a thorough understanding of the threats to your wealth and well-being. We conduct a detailed analysis of your financial landscape, including your investments, real estate, business interests and personal assets. This assessment allows us to identify exposure areas and effectively develop strategies to mitigate those risks.

Crisis Management & Response: Preparing for the unexpected is essential in an unpredictable world. We offer crisis management and response planning to help you navigate financial, reputational or personal emergencies. Our team is on hand to provide immediate support, guide you through difficult situations and help minimise their impact on your wealth and family.

Family Security: Our comprehensive approach to risk management includes personal and family security measures. This encompasses everything from physical security assessments and protective strategies to cybersecurity solutions safeguarding your family's digital presence. Our goal is to protect your family from all angles, allowing them to live confidently and securely.

Regular Monitoring & Review: Risk management is an ongoing process. We regularly review and update your risk management strategies to ensure they remain effective as your circumstances and the external environment evolve. We help you navigate potential threats before they become problems by staying one step ahead.

At Corwell Partners, our Risk Management services are designed to give you peace of mind, knowing that every aspect of your wealth and personal life is protected against whatever the future may hold.

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At Corwell Partners, we understand that adequate wealth protection extends beyond managing risks—it also involves having the right insurance coverage in place. Our Insurance Management services ensure that your family's assets, lifestyle and legacy are comprehensively covered. We work closely with you to design and manage customised insurance solutions that align with your unique needs and circumstances.

Personalised Insurance Solutions: No two families are the same, and neither are their insurance needs. We tailor insurance policies to provide the precise coverage required for your unique situation. Whether it's life insurance, health insurance, property insurance or liability coverage, we ensure that your policies are structured to protect what matters most.

High-Value Asset Protection: Families with significant investments in high-value assets—such as real estate, art collections, yachts and private aircrafts—require specialised insurance solutions. We offer expert guidance on insuring and protecting these assets against loss, damage and other risks. Our goal is to preserve the value of these assets for future generations.

Insurance Policy Review & Optimisation: Insurance needs can change over time, and it's essential to ensure that your coverage keeps pace with your evolving circumstances. We regularly review your existing policies, identify gaps or overlaps and recommend optimising your coverage. This ensures proper protection without paying for unnecessary or redundant coverage.

Claims Management & Support: The claims process can be complex and time-consuming. We provide full support in managing insurance claims, from filing to resolution, ensuring you receive the benefits you're entitled to promptly. Our expertise and advocacy help ease the burden during what can often be stressful.

Specialised Insurance Services: In addition to traditional insurance policies, we offer access to specialised insurance services tailored to unique needs. This includes coverage for rare collectables, speciality vehicles and other non-traditional assets that require bespoke insurance solutions.

At Corwell Partners, our Insurance Management services are about more than just protecting your wealth—they're about ensuring that you have the peace of mind to live your life with confidence, knowing that you're fully covered, no matter what life brings.

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