Our Wealth Planning team takes an objective and holistic approach to help you identify potential issues and opportunities in your current plan. We know there are many factors to consider, and can help you navigate these while ensuring your wishes are respected and acted upon. 
 

A plan structured around you

We are experienced in structuring complex wealth solutions, and addressing cross-border situations when applicable. Our team works seamlessly with you and your tax and legal advisors to develop and implement a strategy that is right for you.

 

Intergenerational wealth transfer

From simple gifting to more advanced planning with various entities, we can help you transfer assets to your beneficiaries in a manner that is consistent with your goals and objectives.

 

Fiduciary and administrative capabilities 

Our U.S. fiduciary services have a heritage that can be traced back to 1903, representing a long, uninterrupted history of expertise in this area. Internationally, we can coordinate with leading third-party fiduciary service providers depending on your specific needs and country of residence.

 

Preparing and educating for succession

When wealth is transferred to future generations, we can work with these beneficiaries on the transition and educate them on the responsibilities of their role ahead.  

 

 
The content and materials on this website may be considered Marketing Material. The market price of an investment can fall as well as rise and you might not get back the amount originally invested. The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consider the sales restrictions relating to the products or services in question for further information. Deutsche Bank does not give tax or legal advice; prospective investors should seek advice from their own tax advisers and/or lawyers before entering into any investment.
What sets us apart?