Having a comprehensive plan for the use, enjoyment, management, preservation and transition of your wealth is vital. Families and their wealth have become increasingly international. Overseas education and migration has become a normal part of family development, which creates new and different perspectives to family culture and dynamics. Moreover, in the drive to diversify wealth asset investment and seek greater returns available from other countries, personal and family wealth becomes subject to the rules and regulations of the country where it is located. The result of these two drivers is to introduce different cultures and perspectives within family members, as well as the complexity of foreign legal and compliance regulations into the ownership and security of the family’s wealth.
Our expertise is in analysis of the solutions available to meet your wealth asset needs, as well as supervision of their implementation. Where appropriate, we will assist you with selection of service providers suitable to meet your needs. We have particular expertise in relation to:
- Trusts and Foundation structuring;
- Family Office establishment;
- Family business governance and transition;
- Real estate structuring;
- Insurance as a wealth transition tool;
- Citizenship and residency planning.
We’re unbiased in our solutions as we work with different premier service providers and seek the optimal providers for the best interest of our clients.
We look forward to finding the best solutions for your needs. Please contact us.