Specialised Corporate Wealth Solutions


 

Existing Structure Review


As part of our services we also offer clients a review of their existing corporate and trust structures to see if these structures are compliant and are able to continue to build, manage, preserve and transition the wealth they hold and manage. We look to review such items as to see if they remain compliant today as they did when first set up and meet the wishes of the client:

  • Risk tolerance
  • Asset allocation
  • Tax compliance
  • Existing Wealth plan
  • The Trust documentation
  • Analysis of ongoing Fees and costs
  • The corporate structure that holds the Individual Assets

Based on our review we will provide the details of our review together with suggestions as to how best to proceed and advise on how to implement any changes if they are deemed necessary for the safeguarding of the corporate and trust structure and the protection of the underlying assets.


Business Advisory Services 


We provide services and strategies that can help you sustain and develop your business such as:

  • New markets
  • Effective Tax planning
  • Review your business strategy
  • Reviewing of the existing structure
  • Business planning and organisation
  • Advise on different sources of funding
  • Cash flow forecasting and sensitivities
  • Review of your technology and systems
  • Review of your accounting and reporting systems
  • Formation of a new business in overseas locations
  • Review on the effectiveness of your systems and controls
  • Effectiveness of roles of key senior people in the business
  • Providing guidance on international structuring and transfer pricing

 

Tax Compliance and Planning


  • Review the reliefs available
  • Review of company structure
  • Review of your current Tax affairs
  • Review of withholding Tax deductions

 

Staff Management


  • Review staff handbooks
  • Review insurance policies
  • Review Health & Safety documentation
  • Ensure your HR strategy supports the business strategy
  • Help you to manage the pension schemes liabilities, risks and cash costs
  • Review the current employment contracts to ensure compliance with best practice
  • Ensure you employ people legally with valid visas and work permits when people are moving across borders
  • Review the reward strategy that will help get best fit in terms of the people you need and the best way to pay them
  • Help you to be compliant with Tax and social security laws and making the relevant payments correctly and on time
  • Help you to design and implement reward structures be they bonus schemes, long term incentive schemes or pension provision


Risk Management


  • Reviews of technology
  • Business continuity planning
  • Impact of reliance on key individuals
  • Review of the robustness of your systems and processes
  • Data compliance with legal, systems and process requirements to avoid potential financial or reputational implications


Ownership Transition


The perpetuation of ownership and succession of management are among the most difficult challenges a privately held business will ever encounter. These can involve succession planning and dealing with complex financial, tax, legal and personal ownership transfers, or selling the business in part or whole.

The decisions surrounding these issues determine what happens to the organisation the owners have devoted their lives to growing. More than that, it can impact the livelihood of future generations, loyal staff and the family name. Once started, every business needs to start thinking about succession. This may seem self-evident, but it is often overlooked; particularly among closely held or family-owned businesses that have spent years focused on growth.

EBC brings a depth of understanding and a wealth of experience regarding private business succession plans.

We provide services and strategies that can help you and your advisors plan for an ownership transition, such as:

  • Business valuation
  • Tax election analysis
  • Conversion of an entity
  • Evaluating tender offers
  • Managing liquidity events
  • Business succession planning
  • Assessing overall strategic plans
  • Review of management structure
  • Transition and crisis management
  • Management of closely held assets
  • Review of inheritance Tax planning
  • Oversight on strategic transactions
  • Overseeing reinvestment of proceeds
  • Review of key man insurance policies
  • Corporate Executive Planning Services
  • Restructuring of management or board
  • Pre-event planning for business owners
  • Monitoring and evaluating performance
  • Coordinating and overseeing the liquidity event
  • Review of existing structure and succession options
  • Review of the business and Shareholding structures
  • Portfolio construction and investment management
  • Review of options available on retirement, sale of the business
  • Managing the valuation process for Tax, sales, strategic or estate planning purposes


Real Estate Services


At EBC, we can effectively manage your real estate and specialty assets with:

  • Succession planning
  • Advice on sales, acquisitions and exchanges
  • Comprehensive real estate asset management
  • Manage accounting and property issues for income producing real estate
  • Determine adequacy of insurance, payment of Taxes, bills and assessments
  • Assemble necessary documents including deeds, abstracts and insurance policies

 The foregoing summary is general in nature, and is intended for information purposes only and is not intended to provide specific advice or recommendations for any individual or organization.