EFFECTIVE SOLUTIONS
This service was created to serve the needs of our private clients, including high net-worth-individuals, their business interests and family foundations. Our principals have extensive experience in providing a vast, comprehensive range of services, assisting with a broad range of wealth structuring solutions, estate planning, including structuring of assets, assistance in opening bank accounts, liaising with private banks and other financial institutions.
Our knowledge and expertise allows us to create innovative and effective solutions. We are committed to assisting our customers in protecting their wealth and assets for generations to come as well as presenting opportunities and developing strategies that will enhance their wealth and help accomplish objectives.
Developing a long-term professional relationship is essential as it enables us to monitor and recommend appropriate adjustments as required.
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WE OFFER
Within our private client practice, we adhere to high-level compliance policy and do not undertake any regulated financial or advisory activities, relying on specific services of our extensive network of trusted and duly licensed professionals and intermediaries.
- PERSONAL WEALTH STRUCTURES
- DOMICILE AND RESIDENCE
- ASSISTANCE IN OPENING PRIVATE BANK ACCOUNTS
- INTRODUCTION TO PROFESSIONAL FUND MANAGERS
- CROSS-BORDER TRANSACTIONS
- CORPORATE AND REAL ESTATE INVESTMENTS
- SUCCESSION AND INHERITANCE
