High‑net‑worth families and trustees require bespoke governance, tax-efficient structures and multi-jurisdiction estate planning. We provide holistic wealth governance, coordinating legal, fiduciary and tax specialists to protect capital across generations.
TYPICAL CHALLENGES
- Multi‑jurisdiction estate and tax exposure
- Governance and succession for family wealth and business interests
- Philanthropy and legacy planning with tax efficiency
- Trustee, trust and foundation structuring and oversight
SERVICES WE PROVIDE
- Trust and estate design, multi-jurisdiction estate planning
- Family governance frameworks and succession planning
- Coordinated investment management and risk governance
- Philanthropic vehicle structuring and tax-efficient giving
CASE STUDY
Family Office — European industrial family
Situation: A multi-family industrial group faced cross-border inheritance taxes and a lack of formal governance between next-gen family members.
Advice: We coordinated trust structures across jurisdictions to mitigate tax leakage, implemented a family constitution, and advised on staggered succession and liquidity events for the family business.
Outcome: Estate tax efficiency improved materially; governance reduced intergenerational disputes and clarified distribution timing and objectives.
Learn More
Want to learn more about how we work with HNW Individuals, Family Offices and Trustees and the full range of financial services we offer?
Contact us today for a no-obligation consultation, and let us help you secure your financial future with expert, tailored advice.