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Wealth Planning

Whether you're planning for retirement or protecting your family’s assets for the future, your Relationship Manager will help you determine which wealth planning strategies are right for you.

Retirement and Pensions

Retirement planning is a key financial priority for many of our clients. We help you to get the most out of your assets and advise you on strategies that may help to protect against financial risks. We conduct an in-depth analysis of your financial situation and draw up a retirement strategy tailored to your individual needs, designed to help you to maintain the standard of living you are accustomed to in your retirement and to make the most of this next life stage.

Trust and Estate

Few financial institutions can match the experience with trust and estate planning of Deutsche Bank Wealth Management. From asset transfer to family trusts, from property management to estate valuation, we can provide targeted expertise. We will seek to optimize the structure of your trusts, inheritance and gifts - including endowment policies and trust funds. Different trusts confer different benefits, but among the most significant are:

  • Effective tax planning for your assets and planned gifts to individuals and institutions
  • A tool for financial security for you and your dependents
  • The ability to direct the use of your assets both now and in the future.

Deutsche Bank does not give tax or legal advice. Investors should seek advice from their own tax experts and lawyers, in considering investments and strategies suggested by Deutsche Bank.
The services described are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Certain products and services may not be available in all locations or to all Deutsche Bank Wealth Management clients.
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Last Update: 6.3.2013
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