What are your goals regarding your private assets and your plans to pass them on to your generations at come? Wealth and asset management requires a personal approach.
For several years, our reliable senior wealth managers have assisted our clients with their wealth management and succession processes. With a personal assistant wealth manager and an investment advisor, your assets will be enhanced and protected.
Our legal experts assist you in dealing with legislative regimes in various jurisdictions by providing foundation and trustee services to manage your unique structure and other company secretarial services.
Our services include but are not limited to the following:
- Income and assets management
- Privacy structures
- Maintenance of the structureâ€™s statutory books and records.
- Inheritance, Will and Testament
- Filing all required returns and declarations
- Asset allocation and investments