We provide wealth planning, fiduciary, and administrative services focused on cross-generational transition, governance and global wealth protection. Our clients and their advisors trust us to design, implement and administer complex financial arrangements and fiduciary structures that stand the test of time.
We help our clients in three main areas...
Generational transition…Succession planning
Determining who gets what, how and when
Minimising the impact of conflicting laws for multinational estates
Structuring wealth tax-efficiently
Documenting and communicating rights and obligations for each asset type
Business strategy and governance…Investment governance…Family governance…Expenditure planning…Philanthropy
Reviewing and improving governance of business, family and assets
Evaluating checks and balances, potential conflicts, sources of risk and mechanisms for handling disputes
Asset protection…Privacy protection
Stress-testing existing structures to assess vulnerability to policy changes, particularly in emerging markets
Stress-testing the investment approach
Safeguarding privacy and avoiding unnecessary public disclosures
Protecting individuals and families from the adverse
impact of their wealth