Preserving your Family Wealth Legacy
Private Client Professionals
We provide contemporary, bespoke and holistic Private Client Services including Estate & Legacy Planning, Trusteeship/Asset Custodial, Family Business Advisory & Governance, Islamic Estate Planning and Wealth Preservation Solutions.
Growing and preserving your family wealth is crucial for financial stability presently and in the future. We work with your advisers and other professionals to optimize your assets portfolio (real estate & financial assets) and also provide cross-border opportunities leveraging on our extensive international network to diversify your assets base.
We understand the importance of family values and traditions. We undertake the process of discussing long preserved values with our clients’ next and succeeding generations. Bearing in mind that values should be reflective of your family as a unit, we create an environment of inclusivity by ensuring every member of your family participates in and contributes to the discuss.
We develop tailor-made structures for coaching and advisory of the next generation for the succession of the family business and wealth.
We offer tailored, practical solutions that are flexible enough to adapt to changing family circumstances. From investment management to advisory on charitable giving, we offer a total financial solution to high-net-worth individuals and help our clients set, clear goals and objectives and make sound decisions.
Our estate planning service offers guidance and assists our clients with structuring their succession plan and transfer of wealth to the next generation, the formation of trust and advisory on the tax benefits, management of assets under trust and asset growth.
It is often said that charity does not deplete one’s wealth, it only increases it and because, at Fiduciary Services Ltd, we recognize our clients’ desires to give back hence we work together with them to develop a personalized giving or charity program that truly reflects their desired intentions.
Whether the goal is to establish a registered Foundation or setting up a Private Trust for the benefit of a certain category of persons within the community, we have the capabilities to bring our clients intentions and goals to reality.
We respect the values and beliefs of our clients especially regarding the faith-based injunctions that matter most to them.
We also understand their concerns as to what would happen to their assets and wealth when they are no longer here. This is why, at Fiduciary Services Ltd, we have dedicated in-house personnel who are experts in Islamic Islamic Estate and Succession and who would help institute a Shariah-compliant Estate plan to address the concerns of our Muslim clients.
Digital assets are our memories, money and records held in digital format as against paper form. They include our emails, social media accounts, digital photos, gaming accounts, loyalty points, reward points, gaming tokens, cloud accounts, YouTube channels, Cryptocurrencies, shopping accounts and digital wallets. Digital assets hold both financial and sentimental values to people.
In view of our existing digital footprints and ownership of digital assets, we need to plan our digital legacy as part of our estate plan.
Our Digital Assets Advisors are poised to work with you for all matters concerning your digital assets.
There is a risk to family wealth, hence the task is how to facilitate and Institute intergenerational and sustainable family wealth.
To preserve wealth, families are advised to consider long-term planning, even for a time frame of 100 years or longer.
As Family business and wealth Advisors, we provide advisory and governance services to Family Businesses. We help families identify key pillars and values that will serve both the best interests of the business and family members, and aid long term sustainability of the relationship amongst the family members, owners and the Board.
We offer bespoke advice and produce relevant documentations detailing ownership succession, management succession, and sound corporate governance amongst others.
Your will is your last and final wishes in respect of your properties and wealth. Hence we are committed in ensuring that your Will is well detailed, specific to each beneficiary, and respected upon your death.
As your Executors, we ensure that the administration of your estate and execution of your wishes are in tandem with your instructions. As part of our work, we facilitate the procurement of probate letters, distribution of estate assets and administration of the residue of your estate. We are neither conflicted nor influenced by anyone and you can be rest assured of a professional and confidential service despite your absence.
Blended families are not uncommon these days. This can complicate estate and wealth transfer planning because there are typically multiple heirs from different bloodlines involved. And when there is real estate and/or business interests to consider, things get even more blurry.
Maintaining control over this type of Estate to meet primary goals can still be simple but it's not always easy and does take some work.
While we acknowledge that different strokes will be applied for different scenarios, we are able to amongst other solutions, set up a trust that can acquire and manage the estate in order to support your families so that no one is indirectly disinherited.
Whether you are looking to buy, dispose or raise finance against significant art pieces, collectables, artifacts, vintage books, fine wine collections, private jets, Yachts, classic cars, super cars, jewelry, and other luxury assets, we render expert advice on the most valuable luxury goods to acquire and tailored ownership structures that are both tax efficient and efficient in the preservation of the asset.