Let your wealth serve future generations

“Succession ABC” is the symbolic name for this project, and we will do our best to share our knowledge and experience in this field.

The long-standing experience in investment management and wealth planning, combined with legal and tax expertise of top independent firms, allows Taurus Wealth to accompany you at every step of succession planning. Our flexible approach and diversified team ensures that solutions chosen together will always meet your vision taking into account changing needs, wealth situation and generation that manages it.
Choice of inheritance strategy
Legal and tax analysis of inheritance methods
Preparation of asset management strategy
Preparation of heirs

“Taurus Wealth” (previously known as “Orion”) has been awarded in three categories in an annual study by the international financial markets magazine “Euromoney's Private Banking and Wealth Management”. “Taurus wealth” has been nominated for the Best in Asset Management, Conservation and Philanthropy category.