Wealth Preservation

Personal finance and wealth management services

Providing you with personal finance and wealth management services to protect and enhance your assets, catering to your specific needs. 

Our family business wealth services help keep investments compliant with regulations yet are flexible enough to adjust to changing needs. We limit personal liability and assist in navigating legislative regimes in various jurisdictions. 

Wealth preservation 

We help our family business wealth clients incorporate foundations or trusts to facilitate wealth preservation. But we don’t stop there - once the preferred structure is set up, we make sure it runs smoothly.

We do this by providing trustee or foundation services to manage the structure selected by our clients, company secretarial services, a registered office and a named company secretary. Our services extend to taking care of the maintenance of the structure’s statutory books and records.

When it comes to meeting legislative obligations, we can take on the burden of filing all required returns and declarations. Added to this our accounting package, which includes organising financial statements, tax preparation and filing plus regulatory reporting, provides you with a comprehensive service.  

Our team is also able to track your portfolio performance through rigorous monitoring, regular reviews and reporting. Our extensive experience with special purpose vehicles means we are well positioned to help manage your lifestyle assets such as yachts, planes and art in a tax efficient way.

Why work with us?

Our family business wealth team is committed to delivering service excellence. We build long-term, trusted relationships with each of our clients.

Our family business wealth services leverage all of TMF Group’s global core capabilities.

  • Unrivalled independent global team and footprint.
  • Unrivalled multiple service offering to create unique solutions to meet the complex needs of our clients.
  • Dedicated client relationship management that facilitates a personal and specialised service, to both clients and their professional advisers.
  • Expertise of our people and freedom to innovate, so we best serve our clients’ interests.

Our client base is diversified and includes Ultra High Net Worth Individuals, entrepreneurs, asset managers, multi-national families and their private offices.

Find out how we can help you, speak to our experts.

We deliver tailored solutions to each precise location which allow you to operate smoothly from day one.

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Case Studies

We have happy clients around the world, that we have helped to grow and to streamline their operations.

View our case studies