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