Private client services

We play the long game. So you can enjoy the present.

Creating wealth is half the journey; preserving it is the other. True financial wisdom lies in mastering both. Our role is to guide you in crafting this plan, offering bespoke advice that aligns with your priorities while maintaining compliance in various jurisdictions.

Our expertise extends to asset structuring and comprehensive wealth preservation and succession planning, right through to the implementation phase.

Multiple services. Many jurisdictions.  All handled by one office.

We provide a full suite of services, including the establishment and management of trusts, provision of independent professional trustees, and comprehensive trust-related solutions.

These include accounting, the incorporation and management of underlying companies, protectorships, as well as fostering effective communication with protectors and beneficiaries.

We uphold the values you value.

We specialise in setting up and managing charitable trusts and foundations. Our services include drafting the charters or constitutions, and ensuring compliance with local regulations.

Our advice extends to governance issues, managing charity accounts, and securing tax-free status for charities. Additionally, we advise on selecting suitable beneficiaries for distributions, provide necessary support, and, in some cases, oversee the proper use of funds to ensure they are effectively deployed.

Your family’s guide to security and independence.

When it comes to family offices, Asia and the UAE are the places to be. Over the next few years, both regions will see significant growth in the billionaire population. A family office is one of the best vehicles to address the increasingly complex management and preservation of the wealth of HNW individuals and families.

Our offices in key financial hubs across Asia, such as Singapore and Hong Kong, and in the UAE, will facilitate the set-up of your family office and ensure you benefit from the tax and regulatory incentives offered in these locations.