Private Client Services

From succession and wealth planning to asset structuring and protection, we can assist you to achieve your long-term goals.

Wealth planning and asset structuring

A wealth plan is a lifelong roadmap designed to structure, protect and preserve your assets so that you may pass them on to the next generation. We help you design and navigate your route, providing sound and actionable advice tailored to your priorities and ensuring full compliance across jurisdictions.

Our services include asset structuring as well as wealth and succession planning, up to the implementation stage.

Trusts and foundations

We advise and assist in establishing trusts, foundations and other bespoke structures across multiple jurisdictions to ensure that family wealth is preserved.

Our services include setting up and managing trusts, provision of independent professional trustees and trust related solutions such as accounting, incorporation and management of underlying companies, protectorships and liaison with protectors and beneficiaries.

Charities and philanthropy

We assist in establishing and managing charities and charitable trusts. Besides aiding in structuring charities, drafting charity constitutions and ensuring that they comply in accordance with the respective local regulations, we also advise on charity governance, look into charity accounts and obtain tax-free status for a charity.

We also advise on potential beneficiaries of distributions and support where needed or desired, and in certain cases, follow up on the proper use of the funds.

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