Financial &
Estate Planning
​A wide range of services and solutions allowing you to plan for your succession effectively.
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Solutions for succession and cross-border planning
We offer a wide range of services, covering all aspects of estate planning such as the establishment of corporate and fiduciary vehicles, assistance in establishing residency in a new jurisdiction, and, in close collaboration with our clients' professional advisers, tax planning and the resolution of legal issues.
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Our dedicated teams of specialists located in key jurisdictions across the globe are able to establish and administer the required structures including trusts, foundations, managed companies and private trust companies to securely hold a variety of assets.
These entities are typically designed to meet a wide spectrum of requirements, including
provision for future generations, tax optimisation and the achievement of philanthropic goals.
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Our proactive approach allows us to anticipate changes in circumstances, ensuring each solution
remains relevant and optimal for the purposes for which it was established.
Relocation services
Through our network of offices, and in collaboration with partners in other jurisdictions, we provide relocation services as part of our wealth structuring and estate planning proposition.
Wealthy individuals and their families are often moving around the planet for work and for lifestyle reasons. Tax is also an important motivating factor. Jurisdictions such as Monaco and Switzerland are commonly known to attract international families.
With our presence in key jurisdictions across the group, we can assist with the decision-making process and accompany our clients through the administrative spiderweb for the following jurisdictions that have favourable tax regimes (under certain circumstances): Switzerland, Monaco, Mauritius, Italy, Portugal, UK, United Arab Emirates, Hong Kong, Thailand, Malta and
Panama, to name some of the most popular.
The sale of a business, a large inheritance or political instability and insecurity are just a few reasons why a wealthy individual might wish to move his principal place of residency. In some cases, this can also create other opportunities as the new country of residence may free us up from regulatory or cross-border restrictions that may previously have hindered the provision of
financial services.
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Relocation will involve several stages
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An initial discussion:
Taking into account your overall objectives we will assist with your preliminary reflections to ensure that the choice of jurisdiction corresponds to your way of life and that of your family.
Our network of experts can help answer your questions, target your requirements and
expectations, and advise you appropriately.
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Defining a strategy:
In collaboration with our local partners, we can guide you through the decision-making process and coordinate the appropriate resources to achieve your goals.
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Implementation and regular monitoring:
Our experience alongside the expertise of dedicated professionals including lawyers, tax advisors
and real estate agents will help achieve a successful outcome.
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How we can help
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The group can coordinate the legal and tax formalities, to help facilitate the relocation, in conjunction with professional partners in the destination jurisdiction and country of departure.
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Through its asset management and wealth structuring arms, we will help optimise the holding and management of financial assets, and estate and succession planning needs, to ensure investments are appropriately positioned for the new country of residence.
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An investment in knowledge pays the best interest.
BENJAMIN FRANKLIN
Other services
In addition to our core activity of wealth management, we have diversified our competencies and offering.
Specialised entities within the group provide services that successfully integrate wealth management and corporate services with legal and tax advice, as well as IT and real estate.
Our aim is to provide services tailored to our clients’ requirements, and allow them to discover new investment and business opportunities, with the overall objective of helping them grow and thrive.