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”)