Preserve your legacy with clarity, care, and confidence.
Managing wealth across borders, generations and jurisdictions requires expertise. For more than two decades, we have guided families through the complexities of international estate structures, ensuring that their assets are protected and positioned for long term continuity.
Our experience spans cross border estate planning, intergenerational wealth transfer and the administration of offshore entities. We support families in creating and maintaining structures that reflect their values, protect their assets and provide clarity for future generations.
We work with a range of sophisticated vehicles, including offshore family foundations, complex trusts and BVI companies. Our focus is on ensuring proper governance, long term stability and tax efficiency within each structure.
With deep technical insight and a holistic perspective, we help families build estate plans that are resilient, compliant and aligned with their goals. Our role is to simplify complexity and provide a clear path for the preservation and transition of wealth across generations.
Our estate planning services are designed to simplify complexity and offer tailored solutions across five core areas:
Strategic Family Planning
Gain a comprehensive perspective on your family’s current priorities and future aspirations.
Governance and Communication
Establish frameworks that promote alignment, transparency, and shared values among family members.
Specialist Access
Tap into a curated network of seasoned professionals with expertise in legal, tax, investment, and legacy matters.
Peer Collaboration
Engage with a broader community of like-minded families and thought leaders to exchange ideas and insights.
Purpose and Impact
Define a clear mission that aligns with your family’s values and amplifies your societal contributions.
Delegating key responsibilities to an experienced advisor can bring clarity and efficiency to the management of family wealth, allowing you to focus on what matters most. By working with professionals who understand the complexities of multi-generational planning, you gain confidence that your wealth is being handled with care and expertise. Our integrated approach takes into account both personal and business priorities, ensuring your strategy reflects the complete picture of your family’s financial landscape. Whether you’re building a family office from the ground up or looking to strengthen an existing structure, we offer tailored support that complements your current setup and brings fresh, strategic insight.
Estate planning is the process of organizing and managing your assets to ensure they are distributed according to your wishes after your death. It also involves planning for incapacity, minimizing taxes, and protecting beneficiaries. A well-structured estate plan provides peace of mind, reduces potential legal complications, and helps preserve your legacy for future generations.
It’s wise to begin estate planning as soon as you acquire significant assets or have dependents. Life events such as marriage, the birth of a child, business ownership, or retirement are also important triggers. Starting early allows your plan to evolve as your personal and financial situation changes over time.
A comprehensive estate plan often includes a will, power of attorney, healthcare directive, trusts, and beneficiary designations. Depending on your situation, other elements such as business succession plans, charitable giving strategies, or cross-border provisions may be included.
A financial advisor works closely with you to understand your goals and align your estate plan with your overall financial strategy. They help structure your assets efficiently, collaborate with legal and tax professionals, and ensure your plan reflects current laws and evolving family dynamics.
If you pass away without an estate plan, your assets will be distributed according to local intestacy laws, which may not reflect your intentions. This can lead to delays, higher taxes, and disputes among heirs. Proactive estate planning helps you retain control over how your legacy is managed and shared.
