Trust and wealth planning
We assist in developing a carefully considered wealth plan aimed at safeguarding your legacy, securing the accomplishments of your lifetime, and facilitating a smooth transfer of assets to succeeding generations.
Building substantial wealth often requires many years of effort.
However, without strategic planning, the wealth you’ve accumulated could decrease significantly during your lifetime and potentially run out for future generations.
There are several factors that can threaten wealth preservation, including unprepared heirs, poor asset management, divorce, taxation issues, and legal conflicts.
Effective wealth planning can address these challenges, reducing or even completely removing some of these risks.
Our approach involves collaborating with you and your independent legal and tax advisors to develop a tailored plan that suits your international footprint and diverse asset portfolio.
We focus on structuring your wealth in a way that optimizes tax efficiency and ensures harmony between the tax laws of different countries.
Proper planning not only safeguards and maintains your wealth while you’re alive but also helps fulfill your wishes after your passing.
This process includes facilitating a smooth transfer of your wealth to your chosen beneficiaries, reducing the potential for family disputes, ensuring privacy, and preserving family harmony.
How we serve you
Depending on your needs and location, our Wealth Planners will actively seek out services situated in major financial hubs across the globe. Many clients need international trust services from key locations such as The Bahamas, Jersey, Singapore, Switzerland, and the US (Delaware, New York, and South Dakota).
We develop comprehensive wealth plans for families who live in multiple countries, possess various nationalities, and whose businesses and investments are equally international.
We aim to offer you the assurance that comes with knowing your legacy vision will be honored.
Our team is committed to executing your wishes and will continuously collaborate with your beneficiaries over the long term to ensure that your intentions are consistently met.
Customized Approach
We understand that the wealth you aim to safeguard may include more than just conventional assets. The bespoke trust structures we design can encompass a wide range of holdings.
This includes business interests, real estate, art collections, and other valuable possessions, as well as aircraft and super-yachts.
Our team is adept at overseeing unique and less liquid assets. They handle the intricacies involved in managing and appraising these and other distinctive assets.
Depending on your needs and location, our Wealth Planners will actively seek out services situated in major financial hubs across the globe. Many clients need international trust services from key locations such as The Bahamas, Jersey, Singapore, Switzerland, and the US (Delaware, New York, and South Dakota).
We develop comprehensive wealth plans for families who live in multiple countries, possess various nationalities, and whose businesses and investments are equally international.
We aim to offer you the assurance that comes with knowing your legacy vision will be honored.
Our team is committed to executing your wishes and will continuously collaborate with your beneficiaries over the long term to ensure that your intentions are consistently met.
Customized Approach
We understand that the wealth you aim to safeguard may include more than just conventional assets. The bespoke trust structures we design can encompass a wide range of holdings.
This includes business interests, real estate, art collections, and other valuable possessions, as well as aircraft and super-yachts.
Our team is adept at overseeing unique and less liquid assets. They handle the intricacies involved in managing and appraising these and other distinctive assets.
