Family Offices and HNIs face unprecedented challenges in a new world of full transparency and disclosure, which has rendered widely used structures obsolete, and in some cases accountable. It is thus essential to focus on long-term planning based on full disclosur and transparency. These have become the driving principles that should guide clients looking to maintain and pass on their wealth, and restructure in a compliant manner.

Our wealth planning offering combines financial, legal and tax advice and support, and solutions that match a client’s goals, risk profile, multi-generational needs and preferences. We identify and create the legal structure most suitable to hold specific types of assets, navigating the tax and legal complexities along the way. We oversee the structure to ensure it remains effective and efficient, managing risks and identifying challenges and issues that need to be dealt with.

Our extensive knowledge of Trusts and experience as Trustees are complemented by new solutions such as the use of Private Funds which are managed or co-managed by our Group AIFM authorised entity. Our relationships and approach ensure the quick and successful approval of citizenship or other migration applications, Non-Domicile tax registrations and leasing schemes for marine and aviation assets.

In summary, our offering includes:

– Succession Planning and Trustee Services
– Relocation, Citizenship and Migration Services
– Tax Non Domicile Registration and reporting
– Fund structuring and Fund Management services
– Family office regulatory and operational support, including marine and aviation leasing schemes.