Basel Group

Private Client Wealth Preservation

The object of wealth preservation is to protect your assets from the ravages of modern day life and death.  Major issues that can affect you and your family are serious illness, family strife, creditors, taxation and, in certain countries, exchange controls.

Whether we like it or not, financial planning across the generations has also to be considered.  Wills are essential to ensure that your wealth passes in accordance with your wishes, but are there better alternatives? What of children or grandchildren? Do you really wish them to receive inheritances at some inappropriately young age?

Do you have assets in countries where forced heirship rules apply - rules that demand that assets are inherited by defined family members whether you like it or not?

What of private business assets? Who is to control your company after you’ve gone - a company that has taken you decades of hard work to build?  If control is to pass to a family member do they need financial support and supervision or will they just sell the company and dissipate the proceeds?

What about those family members incapable of looking after themselves properly?  How will you provide for them after you’ve gone? 

And for those of you lucky enough to have assets spread across the world, what of the management and control of those assets and the problems of operating in foreign lands with foreign laws and taxes?

We have the experience required to address all of these issues and many more in a confidential, discreet and sympathetic manner.