Affluent families typically have complex asset structures, often stemming from the international interests of family members. An overriding concern is to identify a tax structure which is both consistent with your overall wealth management strategy - both liquid and illiquid assets - and is internationally compliant.

Our tax services range from the development and assistance in the implementation of estate, succession, and inheritance planning in addition to income tax strategies.

Estate planning is a means of addressing long-term asset protection, inter-generational wealth transfer and inheritance. It is also a tool for providing for educational needs, philanthropic and/or social investment objectives.

Whilst the challenges vary from case to case, there is a universal need for a long-term approach which provides clarity, security and legal compliance, and at the same time respects your need for privacy.

We can advise you on the choice of entities and jurisdictions in which to establish your structures. We are able to act as trustees or directors on the boards of your trusts, companies or foundations, as well as provide full administration and reporting services.