UNDERSTANDING YOUR NEEDS
Before we can structure your fiduciary needs, we meet with you to discuss your family’s circumstances and dynamics, such as: your marital regime, where your children live and what their specific needs are. We also gather a detailed picture of your assets, what you own and what you want the purpose of your wealth to be.
PLANNING FOR THE NEXT GENERATION
As your wealth management partners it’s not only our job to make sure your wealth is invested wisely and securely, but that your assets are protected for the next generation too. After all there’s no greater gift than being able to secure your children’s futures long after you’ve gone.
THE RIGHT TIME IS NOW
A fiduciary plan is a picture of you and yours today. Implementation of your fiduciary plan might be needed tomorrow. There is no better time than now to create a plan for your heirs.
SAFEGUARDING YOUR LEGACY
Our team of fiduciary specialists devise a strategy that includes constructing your will, establishing and executing trust and structuring your affairs across jurisdictions - locally and internationally - ensuring that all the necessary legal and tax requirements are taken care of.
