FAMILY OFFICE

     Dedicated to providing reliable integrated wealth management services for families to ensure adequate generational investment and succession planning strategies.

 

     These strategies are specially designed structures to  protect, grow and monitor  family wealth within well-prescribed guidelines.

 

      Families look for a comprehensive and well-focused Family Office service to offer long-term visionary solutions to help meeting their specific goals and priorities including: Wealth management, Estate and Tax planning, and Company structures.

 

 Inheritance Planning

     Working with clients to set-up trusts to ensure the transfer of legal ownership of assets to the benefit of the designated beneficiaries in a smooth and organized manner. Each client’s circumstances and objectives will be different and, consequently, we will resort to appropriate tax and legal advisors to discuss the legal requirements.

 

     Our services focus on the global management of family’s wealth based on customised values and with a clear vision for future plans.

 

 

 Tax Structures

     One of the main components of the Family Office service relates to estate planning and tax efficiencies. We believe that the true added value of the service lies in addressing and resolving all strategic issues for the family as a whole and individually.

 

  Tax planning opportunities may have important legal and tax consequences depending on a number of factors such as families’ and beneficiaries’ country of residence and the location of assets. The Family Office will seek best situational legal and tax alternatives and solutions to its clients, and work closely with legal and tax specialists to ensure wealth protection.

 

Company Formation   

     Establishing personal holding offshore companies will provide an added layer of confidentiality and asset protection. It will also minimize, or mitigate, the risks often encountered when the assets are held by individual investors.