Great wealth can take many years to build.
Without planning, the wealth you have built can diminish in your lifetime, and may even be depleted for the generations that follow.
The challenges to wealth preservation are numerous, from unprepared beneficiaries, mismanagement of assets and divorce, to taxation, and legal disputes.
But with sound planning, these challenges can be mitigated and sometimes may even be eliminated altogether.
We work with you and your independent legal and tax advisors to customize a plan for your needs, however global your presence and however diverse your assets.
We help structure your wealth efficiently, allowing you to mitigate taxes and ensure coordination between tax regimes of relevant countries.
Not only can planning protect wealth during your lifetime, it can also help ensure your wishes are fulfilled once you pass on.
This includes easing the transition of wealth to your selected beneficiaries, while minimizing family conflicts and maintaining confidentiality.