Overview
In an ever more complex world, we tailor reliable and safe solutions for our clients’ estate and succession planning. Once an achiever has gained a fortune, the attention shifts to preserving this wealth over time for the benefit of the family. We achieve just that: establishing the right structure for each individual case, ensuring a bespoke solution is put in place which will last generations.
We advise on asset protection, long-term capital preservation and risk mitigation, giving clients peace of mind that their wealth is safe and secure.
Trusts and foundations play a major role in this process. It is a highly bespoke area of practice – every client has an individual story and personal needs that must be identified and attended to. Of course, we advise on an ongoing basis the trust or foundation on all legal and administrative matters, ensuring compliance with the myriad legal requirements.