"A major risk to any wealth management strategy is taxes and particularly as it pertains to the next generation."
- Menna Bowen
We review the client’s current situation and analyse any structures that may already be in place. We then determine which jurisdictions are relevant, given the residency and plans for the family (and business, if applicable).
After understanding the needs of current and future generations, we analyse the universe of various structures and recommend the most optimal solution.
Using our network of proven service providers, we implement the most effective solution, whilst ensuring efficient setup and on-going management of the structure.