Advice

  • Reviewing international wealth and succession planning strategies.
  • Advising on long-term governance, international wealth and succession planning and administration solutions.
  • Advising on investment projects in real estate, business ventures and financial assets.

MANAGEMENT

  • Managing any type of wealth and succession planning vehicles.
  • Structuring ownership of worldwide assets using trusts and any type of special purpose vehicles.
  • Coordinating with asset managers, bankers and other experts and professionals.

SUPERVISION, REPORTING AND COMPLIANCE

  • Assisting with regulatory, tax and reporting requirements.
  • Implementing comprehensive and effective administrative assistance.