Succession Planning & Asset Protection Services

We are fully committed to the preservation of our clients’ wealth across generations. Our clients include wealthy, diverse and complex first, second or third generation HNW families.

Our team will work with you to protect and preserve the future of your assets and wealth. We work with clients across the globe, administering structures for extended families, managing often complex cross-border asset portfolios, working with you and your advisers through tax or regulatory matters.

Family Office

We’re leaders in the management, protection and administration of family wealth, and have provided family office services to wealthy individuals and their families for over 50 years.

We are experts in this field and have in some cases worked with several generations of the same family, ensuring their financial expectations are achieved as the family wealth is handed down.

The benefits of our family office service can be significant and varied, and it supports:

• Centralisation
• Confidentiality
• Flexibility
• Asset protection
• Tax planning

Succession Planning

We support the creation of a definite plan for managing your wealth while you're alive, and for distributing it after death. We will ensure your plan encompass three distinct elements:

• Wealth accumulation
• Wealth preservation
• Wealth distribution