Private Clients and Wealth Planning

The need to preserve family wealth and to ensure a smooth and effective generational transition in business operations inevitably arises in the life of every successful entrepreneur. Our Private Clients and Wealth Planning team has extensive experience in private wealth planning, the establishment of family wealth structures, and succession planning across generations.

We understand that, for our clients, wealth planning is not merely a collection of separate documents or isolated issues, but a complex, strategic task requiring the coordinated management of multiple legal fields and sensitive family dynamics. Accordingly, we have designed our services to address matrimonial property and inheritance matters, as well as the establishment of private wealth management foundations and trust structures, not in isolation, but as part of an integrated, comprehensive strategy. In every case, we tailor our approach to the client’s specific goals and personal circumstances, working in close collaboration to ensure that the resulting legal and organizational frameworks are coherent and provide stable, predictable operation in the long term.

Our objective is to provide our clients not merely with legal documentation, but with a thoughtful, customized, and sustainable wealth management structure that securely serves the present and future interests of their family.

Relying on our extensive international network, we are also well-equipped to manage structures involving multiple jurisdictions and international elements - such as foreign assets, prolonged stays abroad, or family members with foreign citizenship. We also regularly advise foreign individuals on how the existing or developing wealth planning structures of a high net worth individual (HNWI) or ultra high net worth individual (UHNWI) may be affected if a Hungarian national becomes a member of their family

Contact:

Szabolcs Mesyán LL.M., Partner, Head of Private Clients and Wealth Planning
E-mail: szabolcs.mestyan@lakatoskoves.hu
Tel.: 0036 1 429 1300

Botond Horváth LL.M., lawyer
E-mail: botond.horvath@lakatoskoves.hu
Tel: 0036 1 429 1300