Wealth Planning

Protecting capital. Securing your vision across generations. A single point of contact for all your wealth planning needs.

How we can help you

Create solutions that are both strategic and personal. From strategy to seamless delivery, we coordinate administration, banking, and documentation in-house or through our network of specialist partners.

Partnership is at the heart of what we do. From the first conversation, we take time to understand your goals, family values, and the legacy you want to build. Every solution is designed for your unique circumstances.

Preserve and protect your wealth

A lasting legacy starts with a strong framework.

We design wealth structures that safeguard your assets, privacy, and ensure smooth intergenerational transitions. Our solutions includes foundation & trust, private placement life insurance, immigration and secondary residency.

Our holistic solutions

We take a systematic approach to address your tax, legal, and structuring needs. Our role is to present the best options for wealth structuring, business succession, relocation, and international tax guidance. Through our Wealth Planning services, we assess your current situation, identify your priorities and concerns, and design solutions to protect, grow, and transfer your wealth

Trusts & Foundations

Design and implement trust and foundation structures that secure your wealth against legal, tax, and succession risks. These vehicles provide control over asset distribution, continuity of ownership, and long-term governance

Private Placement Life Insurance (PPLI)

A flexible shield for your global assets. PPLI offers a powerful combination of investment flexibility, tax efficiency, and asset protection. It allows you to consolidate and manage your investments under one regulated structure while benefiting from enhanced privacy, long-term planning advantages, and cross-border portability.

Relocation & Secondary Residency

Freedom and mobility for your family. We guide you through the legal, tax, and administrative implications of relocating to another jurisdiction or obtaining a secondary residency. Whether for lifestyle, education, or tax planning, we help structure your move to minimize disruption and maximize opportunity.

Cross-Border Tax & Legal Guidance