We offer the full range of wealth and succession planning services for our private clients comprising HNIs and families, with a view to assist them in developing long term wealth and legacy planning strategies for their families, businesses and/or philanthropies. We also support private wealth clients in the establishment and management of trusts, charities and philanthropies. Additionally, we provide bespoke advisory on issues such as probate, family law matters, and business succession planning
Our network of professionals’ adept in investment management, portfolio construction, alternative investments, tax planning, and financial planning further position us to generate bespoke strategies for our clients
Our trust service is one of a kind. We have extensive experience in advising on all trusts and fiduciary matters with resounding expertise in the establishment of private, commercial, charitable and non-charitable trust structures, including the set-up of private trust companies; provision of ongoing advice to trustees, settlors, and beneficiaries; and litigation in contentious trust matters.
Our extra-mile approach ensures optimum results that position our clients for success
We are committed to maintaining the highest level of integrity in all our dealings
We effectively leverage on our knowledge, network, connections and extensive experience
We build relationships through the uttermost level of professionalism
Our team of experts also work with institutions on all matters relating to trusts, from their establishment, to administration issues, taxation, commercial and litigation matters. In this regard, we act for professional trustees and advise them on matters of trust law, taxation and contentious and non-contentious litigation.