Private Client Services
Private Client Services
Focus on the individual, a holistic approach and objective professionalism are the main qualities that enable us to provide a superior service to private individuals and entrepreneurs.
We know that each client is unique, and we make sure that we are approachable and proactive so that we can excel in meeting and achieving our clients’ goals and expectations. With the ability to draw on the skills of our international experts in administering and managing personal wealth and assets we are able to advise and create bespoke plans.
We combine our independence and objectivity with our personal approach to achieve maximum effectiveness for clients, including the management of business interests as well as the more traditional, individualised private client services.
We make it a priority to create and nurture strong relationships, and having been established for over forty years, we are able to take long-term perspectives on personal and family wealth, which we know in many cases has been built up from generation to generation and which we will be able to help administer and develop.
Our specialist private client services include the following:
Residency and re-domiciling
Creating a pathway for continuing prosperity often starts with deciding on the most appropriate location for residency for private clients. Our years of experience in finding strong wealth management solutions for clients and our international reach enables us to work within a number of jurisdictions to obtain appropriate residency and domiciliary status for clients that include High Net Worth Individuals.
Our services include obtaining residency status, transferring assets, taxes, permits, property, domiciling of corporate vehicles and the setting up of trusts.
Our team of fiscal experts is perfectly placed to provide tailored tax planning to each of our private clients. We know that each client’s circumstances are unique and that these will change over a course of time. We establish firm, long lasting relationships that benefit our clients with continuity of tax planning that takes into account changes in legislation and regulation. We have expertise in a number of specialisms within several reputable jurisdictions, which means that we can advise on specialisms such as Category 2 status.
Income and capital management and planning
Structuring and management of portfolios
Formation of entities in several jurisdictions
Our skilled experts not only execute all the traditional duties of trustees, they also focus their talents on each individual client’s particular circumstances so as to structure the best possible trust vehicle for that client’s needs, from discretionary trusts to a fixed interest trust and more. We are especially well versed in creating mixed trusts so that the best possible combinations are created to the benefit of our clients.