Wealth Planning

Our specialist wealth planning services have been designed with the Global Citizen in mind. Our global presence gives us a global perspective, which means our expertise allows us to provide solutions that are fit for many nationalities.

We work together with your other professional advisers, be it lawyers or your family office, to gain an in-depth understanding of your current situation and individual requirements. This approach allows us to create a solution that is truly bespoke to you.

Pension and Retirement Planning

Preparing for Life After Work

Deciding when to retire is one of life’s biggest events, so it’s no surprise that it comes with a lot of planning. There are many questions that this brings up such as will you sell your business? Do you want to retain equity? Where do you want to retire? Does your investment portfolio provide enough income for the lifestyle you desire?

Tax and Succession Planning

Preserving Your Wealth for Generations

You’ve worked hard to get to where you are today, but what is the legacy that you wish to leave to your loved ones?

Whether you have businesses, an international property portfolio or investments to pass to your family, our wealth managers are experienced in creating bespoke, tax efficient solutions through trusts, offshore structures and insurance to ensure your estate is distributed to your beneficiaries how you wish whilst minimizing any tax liabilities.

High Net Worth Insurance

Leverage Your Most Valued Assets

Private Placement Life Insurance (PPLI) is a variable universal life insurance policy or ‘wrapper’ that provides cash value appreciation based on a segregated investment account and a life insurance benefit. The objective is to maximise investment returns by being more tax efficient and minimise the death benefit.¬†We allow clients to monetise or refinance fixed assets in an array of jurisdictions from institutional lenders not normally accessible.