Wealth management.
Structuring for families and individuals whose affairs cross more than one jurisdiction.
Structures here are built to be defensible. A structure that only works while nobody examines it is not protection, it is exposure with a delay on it.
Asset protection
Holding assets in structures that separate ownership from control, so that a claim against one part of a family's affairs does not reach everything else. Done before there is a dispute, not after one has started.
- Trust and holding structures across jurisdictions
- Legitimate separation, fully disclosed to tax authorities
- Reviewed as laws and family circumstances change
Estate and succession planning
Arranging how assets pass to the next generation, which is a legal and tax question in every country the family touches, and those answers frequently conflict with one another.
- Wills and trust structures aligned across jurisdictions
- Forced heirship rules identified early
- Succession of operating businesses, not only investments
- Liquidity planned so heirs are not forced to sell
Family office
Running a family's financial affairs as one operation: consolidated reporting, coordination between advisers, and administration that would otherwise land on the family itself.
- Consolidated reporting across banks and jurisdictions
- Coordination between legal, tax, and investment advisers
- Governance and next generation preparation
- Single point of contact for the whole picture
Private equity access
Access to unlisted investments for qualifying investors. These holdings are illiquid by design, capital is committed for years, and they should be sized on the assumption that it cannot be recalled early.
- Direct and fund routes
- Commitment period and drawdown profile set out in advance
- Suitability assessed before any introduction
We do not build structures whose purpose is to conceal ownership from a tax authority or a regulator. Structures we set up are disclosed where disclosure is required, and they are designed to hold up when they are examined.
Not sure which of these you need?
Describe the outcome rather than the product. We will tell you which route fits, or that none of them do.
Speak to the desk