SERVICES

WEALTH STRUCTURING

Financial planning: we provide you with comprehensive advice on the most effective ways to structure, protect and pass on your wealth based on your specific needs and circumstances. This might involve creating holding structures to include trusts, foundations or companies. We work with our trusted partners in multiple jurisdictions to handle every aspect of the formation and administration of these structures.

Structured lending: we provide tailor-made financing solutions for jets, yachts, art and real estate.

INVESTMENT MANAGEMENT

Together we build an investment plan based on your needs and goals. We select and oversee the most appropriate investment professionals who manage your portfolio. Your assets are held and managed by the best third-party institutions. Our investment committee will review, recommend, and closely monitor the performance of investment managers or advisors. We also ensure your overall asset allocation is aligned with your changing investment objectives and needs. 

FAMILY SERVICES

Pre-immigration planning: we help our clients ensure that they do not incur unexpected tax liabilities when relocating abroad.

 

Property search: we act on behalf of buyers looking for the best properties in prime locations. We cover both residential and commercial markets.

Insurance: through our carefully selected insurance brokers we can provide insurance solutions for you and your family.