HOW DO I
… simplify complex planning challenges?
…choose between onshore and offfshore structures?
…invest seamlessly between jurisdictions?
…allocate assets in a tax-sensitive manner?
…obtain a single point of contact for advice and service?
…adapt to changing circumstances?
…find experts who’ll collaborate with my other advisors?
Our wealth preservation service is dedicated to helping you consolidate, preserve and sustain your assets and family.
Preservation of wealth is as important as generating and accumulating wealth. More often, this aspect of wealth management is ignored or glossed over. We strive not only to preserve your wealth but to do much more to relieve you of its attendant burdens and worries. For all our clients, we participate actively by developing actionable strategies that help in the preservation of their wealth for themselves and their families.
Our purpose is to add value to our clients by working with them to model and structure their assets and investment portfolios to be sustainable across generations. We add value by adopting amongst others, multi-jurisdictional asset planning, portfolio diversification, as well as offshore domiciliation and asset protection.
With this goal in mind, we work with either your chosen investment portfolio managers or our expert in-house personnel, collaborators and partners with competencies across tax advisory/structuring, business advisory, investment/assets management, and corporate administration. We will provide an unbiased and holistic analysis of your existing situations balanced against your aspirations and desired objectives.
