Wealth management

Managing personal wealth and intergenerational planning has become an increasingly complex process. The need for constant evaluation and sophisticated solutions is increasingly important as clients become more “global” and hold assets in multiple jurisdictions and tax regimes.”

Our team is able to provide acuity for extended families; manage multiple, complex, cross border assets; navigate tax and regulatory issues; and facilitate effective investment of assets.

Our services including:

  • Advice on suitable forms and jurisdictions for trust
  • Establishing various types of trusts including discretionary, reserve power
         and testamentary and charitable trust
  • Establishing private trust companies (i.e. limited private companies whose
         shares are held by the trustee)
  • Estate and intergenerational planning
  • Undertaking distributions to beneficiaries
  • Assisting in selection of investment advisers and managers

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