From Wealth Preservation to Wealth Protection

Understanding the New Landscape of Risk

While careful planning has always been part of wealth management, today's environment introduces new complexities for families and small to mid-size enterprises:

• Market Volatility: Economic shifts and global instability can erode asset values faster than anticipated.

• Regulatory Change: Tax codes, and reporting obligations continue to evolve — often unpredictably across jurisdictions.

• Litigation Risks: Families with significant assets can become targets for legal challenges, both foreseeable and unforeseen.

• Family Dynamics: As families grow and change, so do expectations, obligations, and potential points of conflict.

At One Investments, we help our clients anticipate these risks without fear — and design structures that stand steady, even as circumstances shift.

Moving from Passive to Proactive Protection

Protecting wealth today is no longer about simply holding assets; it’s about structuring them thoughtfully, defensively, and flexibly.

Key principles include:

• Strategic Trust Design: Building in protective provisions to shield assets from claims or future disputes.

• Diversified Structures: Creating layers of protection across trusts, corporate vehicles, and jurisdictions.

• Succession Clarity: Ensuring clear governance and communication across generations to minimize future vulnerabilities.

• Regular Review: Updating trust terms and structures as laws, markets, and family circumstances evolve.

One Investments S.A. approaches protection not as a one-time event, but as an ongoing, living commitment to safeguarding both assets and intent.

Quiet Preparation Builds Enduring Strength

At One Investments, we work discreetly with families to build structures that not only preserve and growth wealth but also protect it against the unseen challenges of tomorrow.