We begin by understanding your family wealth management objectives and priorities alongside your overall family and corporate circumstances and the nature of your estate. We, then determine your goals and help you set out a sound approach for effective solutions. Finally, we facilitate the implementation of solutions and structures through our firm, which employs our in-house team of experts as well as a carefully identified set of technical partners to ensure a comprehensive solution.
WEALTH PROTECTION AND PRESERVATION
Wealth preservation can often be even more difficult than wealth creation. Preserving your legacy requires you to think about issues including potential misguided extravagance, professional liabilities and key man risks, amongst others. Our in-house wealth management services specialists can help you identify suitable ways to preserve your estate and ring-fence it from such risks.
WEALTH TRANSMISSION AND SUCCESSION
Be it a will, a living trust or a gift, it is important to identify appropriate structures to transmit your estate, taking into account the nature of the estate and the composition of beneficiaries, based on your determination of “who” gets “what” and “when”.