CW Partners offers customized advice and solutions on a full range of matters across multiple service lines.
WEALTH PLANNING AND FAMILY OFFICE
ADVICE
- Establishing purpose of wealth and advising on long-term governance and wealth preservation across generations
- Reviewing and advising on international wealth and succession planning solutions
- Advising on investments, including but not limited to, real estate, yacht, private jets, race horses, business ventures and financial portfolios
MANAGEMENT
- Managing wealth and succession planning vehicles in multiple jurisdictions
- Structuring for ownership of worldwide assets using various types of vehicles including trusts, foundations and special purpose vehicles
- Coordinating with asset managers, bankers and other professional experts
SUPERVISION, REPORTING AND COMPLIANCE
- Assisting with regulatory, tax and reporting obligations
- Implementing comprehensive, effective and efficient administrative processes and procedures
LEGAL AND TAX
AUDIT
- Reviewing current legal and tax affairs for private individuals, corporate restructuring, mergers and acquisitions
- Coordinating lawyers and professionals based in various jurisdictions
ADVICE
- Advising on effective international legal and tax planning solutions
- Advising on the legal and tax aspects relating to real estate, yachts, private jets, race horses, business ventures and financial portfolios
NEGOTIATION AND DISPUTE RESOLUTION
- Advising on claims, negotiation and litigation
- Implementing mediation and litigation strategies
- Managing relationships with local tax authorities
ACCOUNTING AND FINANCIAL
AUDIT AND ACCOUNTING
- Conducting accounting and financial reviews for corporate restructuring, mergers and acquisitions
- Drafting comprehensive financial statements and reports
PRIVATE INVESTMENT
- Analyzing current investment holding strategies and monitoring investment performance
- Assisting in the selection of managers and brokers for all asset classes
BANKING AND ASSET MANAGEMENT
- Monitoring and managing relationships with banks and asset-managers
- Coordinating various types of financing solutions for private and business purposes
- Assisting with regulatory, tax and reporting obligations
CORPORATE AND RELOCATION
AUDIT AND ADVICE
- Assessing clients’ current situations and future needs
- Advising on regulatory requirements
- Recommending and implementing various types of structuring vehicles
CORPORATE MANAGEMENT
- Providing robust corporate governance framework
- Managing companies’ operations on the ground
- Providing Registered Agent Services
RESIDENCY AND RELOCATION
- Advising on residency regimes and requirements
- Maintaining full residency substance in the specific jurisdiction
- Advising on international residency tax aspects
- Obtaining Tax Residence Certificates (“TRC”)