OUR SERVICES > FAMILY WEALTH

Bespoke family wealth solutions

THAT CATER FOR ALL OF YOUR NEEDS

We offer financial services that meet the needs of high-net-worth individuals and families. Our team of experts will guide and advise you on investment management and will help you maximise your legacy and preserve your family fortune.

Our family wealth solutions include:

  • Establishment and administration of Trusts, Foundations and Private Trust Companies (PTC)
  • Structuring and re-structuring advice for Trusts,
    Foundation and PTC
  • Drafting of Trust deed and/or Foundation charter
  • Trusteeship services
  • Provision of corporate and/or individual members for the
    council of the foundation
  • Estate planning and wealth protection
  • Family Office set-up
  • Coordination with asset managers
  • Consolidation of investment performance and reporting to governance structure of family offices
  • Expatriate services: relocation services, occupation permit, work permit

Leading edge

Sharp capabilities

Tailoring our solutions

TO MEET YOUR NEEDS FROM A TO Z

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