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