Our service extends far beyond assisting you and your families in merely the management of financial assets. Our philanthropy service plays an integral part of our Wealth Management Services by engaging, educating and supporting you and yourfamilies in financial planning.
Assisting you to set up the right foundation for effective giving and identifying cause areas and levels of involvement is just the first step for our philanthropy service. Thereafter, we could act as trustee to the charity or foundation, oras the administrator for the trustee, and provide advice on donation policies and selection of asset managers or custody services. We could also manage the asset, and provide advice on tax and financial matters, financial administration servicesfor the charitable foundation. This ensures that your money is invested and grown over time with the return gained distributed to charities.
Estate and Succession Planning
We assist you to address the key issues such as taxation, family harmony and contro that can hinder the meeting of your wealth transfer objectives. Your assets deserve to be in the best hands.
Assets come with responsibilities, for the present, and also for the future. Our far-sightedness and responsible actions can ensure your investment success over the long run. Our ability to see the broader picture and to develop comprehensiveconcepts is particularly advantageous when it comes to tasks that go beyond the financial sphere. Although the requirements and wishes of each individuals and successive generations differ, our goal always remains the same.
We have expertise in establishing, managing and developing trust structures to hold a wide range of assets, including family owned businesses, real estate, yachts and art collections. International tax laws and regulations are constantly evolving. Ourteams of trust experts ensure that your financial arrangements are kept up to date with the ever-changing environment. We also relieve your burden of managing assets by taking on the responsibilities of monitoring and administration.
We will build a suitable plan for you through our 5 Steps Advisory Methodology.