Wealth Services
Introduction
Our wealth services bring together network of HNWIs who share our values of responsible growth.
We start with a global review of a client’s assets, existing structures, banking relationships and governance arrangements. Based on this assessment, we design and coordinate a structure that reflects the client’s priorities, risk tolerance and long-term objectives.
Wealth structuring
Cross-asset structuring
Tax-efficient structuring
Ongoing oversight
Investment framework and manager coordination
Definition of investment objectives and framework
Support with external manager selection
Review and coordination of investment mandates
Governance, risk, and compliance
Governance setup for wealth structures
Policy and reporting frameworks
Cross-border compliance coordination
Estate planning and asset protection
Private trust companies and protector arrangements
Succession and asset-protection structuring
Private banking and personal coordination
Private banking relationships (Switzerland & UAE)
Bank onboarding and relationship support
Coordination between banks and advisors
