We offer an end-to-end service, covering all aspects of wealth and estate planning such as the management of investments, the establishment of corporate and fiduciary vehicles, assistance in redomiciliation, support in real estate and private investments, and, in close collaboration with our clients' professional advisers, tax planning and the resolution of legal issues. Our multi-lingual and multi-cultural specialists give a clear, comprehensive and up-to-date overview of investors' global finances and ease the burden of administrative and operational tasks.
We work closely with investors, reviewing their requirements and objectives to assist in defining the optimal boundaries within which their investments should evolve. Whether on a discretionary or advisory basis, we manage investments and insure that they remain within the defined framework. Our offering is enhanced by a range of investment funds that offer exposure to specific markets with compelling growth stories and high potential.
Fund Management Company
We are offering 'white-labeled' fund platforms to HNWI, entrepreneurs, fund and wealth managers, financial advisers and family offices looking for cost-effective solutions to launch dedicated sub-funds as well as tailor-made solutions for fully supported, administered, regulated, compliant and tax-efficient onshore funds.
Trust & Fiduciary
Working closely with our clients and their advisers, our dedicated teams of specialists are able to establish and administer the required vehicles and entities including trusts, foundations, managed companies and private trust companies to securely hold a variety of assets. These are typically designed to meet a wide range of requirements, including the provision for future generations, tax optimization and the achievement of philanthropic goals. Our proactive approach allows to anticipate changes in circumstances, ensuring each solution remains ahead of the curve and optimal for the purposes for which it was established.