Private Client Services
To many this means different things. To us it means providing a full range of high-quality and discreet services. These include advice on international tax, estate planning, trusts, foundations, corporate and partnership structures. Furthermore, we can ensure the implementation of that advice.
The service we offer is completely bespoke and can be designed to support your way of life, your retirement and your legacy. We will take account of your residency and can work with your legal team and tax advisors to adapt our advice and services according to your circumstances.
Our fully integrated services are extremely beneficial to high net worth families and family offices who require multi-jurisdictional advice on their personal wealth structures. Any advice takes account of
- International Tax.
- Commercial and Real Estate Taxes e.g. SDLT, etc
- Succession and estate planning.
- Reputation Management
- Immigration Issues
- Asset Protection
- Necessary Compliance
Traditionally, Private Clients used offshore trusts and companies extensively to provide wealth solutions. Given our location, we routinely provide advice in this area.
Increasingly, we see queries about relocating from one country to another. There are both tax opportunities and tax traps associated with such a move. There are opportunities even where both countries are high tax jurisdictions.
We provide impartial advice on the best solution for each client.
Our fast-growing client base covers a broad spectrum of backgrounds, from high net worth entrepreneurs, corporate executives to family business owners. Our goal is to bring to our clients the best expertise, tailored to their own unique circumstances and wealth management aspirations.
