Wealth Preservation Advisory
Trust & Structuring
Preserving your wealth starts with the definition of a legal structure and careful estate planning.
The right structure
Optimising financial, legal and tax structures from the beginning can save you a lot of difficulties in the long run. If you are the owner – director of a company, seeking the best possible balance between your private wealth and your company assets is a major challenge.
Careful Estate Planning
For many people, estate planning means nothing more than drawing up a will that sets out wishes to be carried out upon your death. But estate planning goes further, such as providing for gifts you might like to make during your life.
Describing your wishes precisely at an early stage helps to avoid problems in the future. Planning can involve trusteeship and impose certification conditions on the beneficiaries of your gift, or affect your heirs’ ability to dispose of your assets – allowing you to protect your wealth even after inheritance or gift of assets. If you are married, your matrimonial property arrangements will be a vital aspect of your estate planning.
With our guidance and through our international network, we are able to provide access to organizations which are experts in, to list a few :
- Establishing trusts and foundations across different jurisdictions
- Trusteeship and related services
- Wealth transfer
Company formation and management
- Incorporating and registering corporate entities and other vehicles across different jurisdiction
- Company administration services
Professional services
- International corporate, financial and tax structuring
For further information about our services or you would like one of our advisors to contact you, please contact us.