- 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.
- Managing any type of wealth and succession planning vehicles.
- Structuring ownership of worldwide assets using any type of vehicle (like trusts,
foundations and special purpose vehicles).
- Coordinating with asset managers, bankers and other experts and professionals.
SUPERVISION, REPORTING AND COMPLIANCE
- Assisting with regulatory, tax and reporting obligations
- Implementing comprehensive and effective administrative assistance.