What we do

Wealth planning solutions, such as design, implementation and maintenance of:

  • Charitable planning solutions.
  • Relocation solutions.
  • Family Governance solutions.
  • Purchase, sale, maintenance and financing of financial investments such as Private Equity (incl. in certain cases M&A), Real Estate and Luxury Assets (Aircraft, Yachts and Art).
  • Family Office Services.
  • Trading Companies.

As the case may be, this may consist of:

  • Liaising and co-ordinating your existing third party providers such as wealth managers, tax lawyers, fiduciary providers and accountants.
  • Wealth consolidation services and performance/objective reporting.
  • Monitoring of compliance with pre-defined risk and other objectives, incl. respective regulatory environment.
  • Managing custodian bank and broker/dealer relationships incl. Operational processes.

We also support the design, implementation and maintenance of corporate clients within the financial sector (including banks) with their tax and wealth planning strategies for their clients HNWI y UHNWI.

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