Our risk-reducing and cost-effective approach to asset restructuring focuses on protecting and increasing your wealth by designing a custom-made financial plan. We consider a client’s entire investment portfolio and align it with their family goals, thereby formulating a strategic asset allocation strategy for both the short and long term.
We would be able to set up, implement, and administer a wealth management plan that covers all financial and legal aspects of the client’s life, including real estate, tax, succession plans, and life insurance policies.
This means that you can leave it to us to take over day-to-day management and payroll activities:
- Opening bank accounts.
- Transferring of shares within the family.
- Filing the required legal documents on behalf of shareholders.
- Providing support in drawing up pre- and post-nuptial agreements.
- Providing support in the drafting of wills.
Inheritance and family succession plans have often made use of trusts, which can provide family members with substantially more influence, for example through their role as director of the trust(s). Where substantial wealth is involved, it is advised to incorporate a private trust company, which effectively acts as trustee of one or more family trusts, or create parallel trust structures to include one or more holding and/or operating companies.