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For almost two hundred years, we have protected and managed our clients’ wealth.
We have wealth planners in leading financial centers worldwide and trust operations in the key strategic locations of The Bahamas, Jersey, Singapore, Switzerland, and the US.
Our expert services enable you to hold your wealth in an efficient way and pass on your legacy to future generations as you envision.
We are ideally positioned to serve your wealth planning needs wherever you and your family live, do business and have assets.
Our global capabilities and local expertise enable us to address the cross-border challenges encountered in the transfer of wealth.
In particular, our experts can ease the transition of assets between non-US persons and their US heirs.
However complex your situation, your wealth plan can be tailored to safeguard your interests and family.
We work with you and your advisors to craft a comprehensive framework to address your family, tax and legal requirements. We also provide access to experts who can help with business succession and liquidity planning.
Our custom structures can hold a multitude of assets, including operating companies, real estate, artwork, yachts, and aircraft.
A broad range of investments are available to you through our open architecture investment platform.
Wealth planning can provide peace of mind from knowing that your legacy will be in safe hands.
Our expert team of professionals will continue to carry out your wishes for the benefit of those you choose for years to come.
Over the long term, we will review your trusts with the beneficiaries to ensure your intentions continue to be fulfilled.