Private wealth advisory

Accountability and confidentiality

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

Why Zircon?

BespokeServices

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.

Mastery

Our extra-mile approach ensures optimum results that position our clients for success

Integrity

We are committed to maintaining the highest level of integrity in all our dealings

Leverage

We effectively leverage on our knowledge, network, connections and extensive experience

Professionalism

We build relationships through the uttermost level of professionalism

enabling sustainable legacies

One-stop-shopfor all your legal needs

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.