Private Client Services
A robust wealth management plan serves not only as the cornerstone for preservation of assets but also preservation of familial ethos. It will enable future generations to build on it and continue to grow the family’s wealth.
Our focus is to help clients protect and preserve wealth and to achieve smooth asset transference through generations with compliant structures, good governance and proper administration.
OUR PRIVATE CLIENT EXPERTISE
Family offices
We assist with the planning, establishment and ongoing operations of the family office. We work with clients, trusted advisors and bankers to set up the desired structure and provide ongoing corporate secretarial and compliance support.
Wealth and succession planning
As each family’s requirement is different, we give credence to the family’s history, aspirations, values, nature and size of assets, in context of prevailing regulatory environments to create a comprehensive plan that fulfils the family’s objectives to the short and long term. We have expertise in establishing and managing a wide range of trusts, corporate entities and foundations as well as developing family governance blueprints to facilitate the smooth transition of wealth.
Probate
We provide executors and trustees as part of our probate services. Our probate work involves gathering and submitting documents for the probate court, finding and safeguarding estate assets, and eventually distributing them to beneficiaries as stated in the will or in accordance with the Intestate Succession Act in the absence of a will.
