Why clients come to us
When the business, the family and the assets sit in different countries, wealth planning becomes a coordination problem. We map the position, design the structure and work with trustees, lawyers and banks to put it in place.
Our team includes a STEP member (TEP) and works with private client lawyers and licensed trustees in Switzerland, Singapore, Hong Kong and the Gulf.
Talk to usScope of work
Owner structuring
Holding the operating business, real estate and investments in a structure that suits the family's residence and plans.
Trusts and foundations
Choosing between trusts, foundations and holding companies, and working with licensed trustees on set-up and administration.
Succession planning
Passing ownership and control to the next generation, including forced-heirship and cross-border estate rules.
Family governance
Family charters, shareholder agreements and decision rules for the family business.
Pre-immigration planning
Reviewing assets and structures before a move, while the options are still open.
Family office set-up
Reporting, banking and adviser coordination for families who want their own office.
Typical clients
Founders and business owners
Separating personal wealth from the operating company and planning the exit.
Families moving abroad
Wealth arranged before a change of tax residence.
Next generation
Heirs prepared to own, govern or step back from the family business.