Private Cient Wealth Management

The service provided under this heading principally relate to the implementation of international estate plans for high net worth individuals and immediate family. These services would include:

The structures are often relatively simple where the assets held are purely of a banking nature and/or family members reside in one fiscal jurisdiction. Clearly more complex structures are required when the assets include trading elements and straddle a number of countries.

The object of these structures being to provide a fully co-ordinated and integrated estate plan to manage and safeguard family wealth through the generations.