Our approach to private client services is to review with the individual their goals and aspirations. As part of this review we will examine their existing financial structure. This review should highlight any major gaps, risks and opportunities together with possible practical, cost effective solutions.
Such a review will include examining asset protection strategies, residency and domicile of the individual. The use of private trusts and underlying corporate structures, as well as wills and life protection policies will be reviewed. In an ever changing environment it is important to keep client strategies compliant with fiscal, ethical and regulatory matters. Our review process will assist with this.
Our services include:
Asset protection advice.
Formation and administration of private trusts.
Formation and management of corporate structures.
Formation and management of private family offices.
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