Protect and administer your global assets according to your wishes with our private wealth services

Both personal and business succession should be planned by someone you trust. Our private wealth and family office team helps you develop a detailed succession plan and assists with the establishment of trusts, foundations and other asset-holding vehicles to facilitate estate and inheritance planning. Once the structure is set up, we provide trustee and other fiduciary services to manage it efficiently. We'll help to arrange a smooth and efficient transition.

We offer comprehensive governance services, a registered office and the administration of all required tax returns and declarations, including regulatory reporting and the preparation of financial statements.

Our succession planning and wealth transfer services include:

• Compliance & governance
• International employee benefits
• Global entity management (entity incorporation)
• Accounting and tax

Protecting your assets is an essential part of wealth management. Our team of experts works with you and your advisors to develop a strategy that preserves and holds your assets for succession planning.

Our asset protection strategies include selecting the right structures and independent asset-holding vehicles to separate personal and family assets from business assets. We help you establish these structures in politically and economically stable jurisdictions, supported by appropriately qualified and experienced local teams.

Our asset protection services include:

• Compliance & governance
• Accounting and tax

Having assets in multiple jurisdictions adds complexity to asset management, record-keeping, valuations and reporting. Our global private wealth and family office team takes this complexity off your hands. We handle the day-to-day administration of all asset classes, including financial, real estate, business and individual assets. We stay up to date with changing regulatory demands, helping you remain compliant at all times.

You get a centralised overview and valuation of all your assets, wherever they are, so family members with a vested interest always have the relevant information available to them.

Our global asset administration services include:

• Compliance & governance
• Regulatory reporting and entity health checks
• International employee benefits
• Global entity management (entity incorporation)
• Capital markets
• Accounting and tax
• Mergers and acquisitions

When planning your transfer of wealth, you may wish to make contributions through philanthropic initiatives that reflect your vision and values. We offer a range of bespoke solutions that help you achieve your goals of supporting social and community causes.

We help you establish foundations or trusts that facilitate donations and, once the structure is set up, provide ongoing administrative support for optimal and compliant operations. We can act as the trustee and administrator in the case of a trust, or as a qualified council member or guardian in the case of a foundation.

We provide timely reports for you to evaluate the impact of your endowments and prepare all financial accounts, tax returns, declarations and bespoke regulatory reports.