Guiding private clients in achieving their wealth planning objectives

We guide clients, together with their advisors, in creating an effective bespoke strategy, depending on their home jurisdiction, to achieve their wealth planning objectives, including succession planning, control retention, security, and international portability.

Assisting our business partners in navigating the complex regulatory landscape

Our business partners are Wealth Managers and advisors including private banks, asset managers, family offices, law firms, tax consultants, notaries, corporate and trust service providers. A second line of business partners consists of life insurers specializing in wealth planning solutions.