Investment Consulting & Wealth Structuring
Our advisory model is focused on solutions-based partnerships rather than transactional…..
What We Facilitate
Complex end-to-end wealth Structuring
We arrange tailored and high value structures for family offices and UHNWI across more than 16 global jurisdictions.
What We Do
- Advise complex family enterprises on ways to preserve and protect their cross-border assets.
- Facilitate the requirements to establish SPVs in the designated jurisdiction.
- Facilitate the requirements to establish Foundations and Holding companies.
- Facilitate the formation of offshore Trusts.
- Coordinate due diligence and compliance between family offices or UHNWI with different jurisdictions.
- Navigate covenant structuring while eliminating administrative bottlenecks.
- Facilitate documentation processes & setup phase.
Who We Do It For
- Complex family enterprises.
- Ultra high net-worth individuals.
Why We Are Best Positioned
- Direct relationships with regional & multi-national corporate service providers.
- Comprehensive understanding of family offices / UHNWI challenges to navigate legal and governance.
- Discretion and confidentiality throughout the process.
Transformation of Wealth
Short & long-term family legacy is a wide concern to wealthy families. We arrange and propose multiple plausible solutions that support inter-generational & multi-generational transformation of wealth.
What We Do
- Identify bullet proof investment strategies integrated with product suites that support transformation of wealth while paying meticulous attention to detail.
- Present lawful opportunities and ideas that enhance tax efficacy, minimizing tax liability and maximizing after-tax returns.
- Apply buy-sell agreements funded by life insurance policies.
- Support family offices and Individuals to fully comprehend tax implications.
Who We Do It For
- Complex Family Enterprises.
- Companies in transition or turnaround situations.
- Well established family offices.
- Ultra-high net worth individuals.
Why We Are Best Positioned
- Deep network across legal and global corporate service providers.
- Understanding of complex financial landscapes across different family offices setups.
- Ability to assess estate planning and inheritance requirements.
Product Suites
Wealth preservation and value creation across varied investment vehicles and products is essential to business families who possess a wider scope and focus on governance and strategic direction.
What We Facilitate
- Help unlocking cross-border legacy protection.
- Private Placement Life Insurance.
- Evaluate and assess aggregate liability to determine insurance cover.
- Saving plans structured to serve as highly liquid wills.
Who We Do It For
- Family offices.
- Ultra-high net worth individuals.
- Family businesses and business families.
- Complex family enterprises with cross-border assets.
Why We Are Best Positioned
- Tie-ups with renowned Swiss and Singaporean insurance brokers.
- Nil fees on medical check-ups.
- Policies underwritten by top five Insurance Carriers worldwide.
- Knowledge of multiple insurance products and regulatory frameworks.
Asset Stewardship
We Steward What We Value: “Asset Stewardship for a Sustainable Future.” We help our clients to commence their private banking relationships with Tier 1 offshore and onshore banks. Asset stewardship begins with creditworthy banks entertaining high capital adequacy ratios.
What We Do
- Facilitate the on-boarding process to Private Banks’ platforms.
- Manage all aspects of regulatory compliance requirements.
- Facilitate competitive pricings with our business partners.
- Provide access to trusted and exotic wealth management platforms.
Who We Do It For
- Foundations and Holding Companies.
- Family offices.
- Ultra-high net worth individuals.
- Selective operational businesses.
Why We Are Best Positioned
- Tie-ups with Tier 1 offshore and onshore Private Banks.
- Broad view of market pricing and product solutions across different platforms.
- Vast market knowledge spanning over 30 years.
Assets & Wealth Protection
Complex end-to-end wealth Structuring
We arrange tailored and high value structures for family offices and UHNWI across more than 16 global jurisdictions.
What We Do
- Advise complex family enterprises on ways to preserve and protect their cross-border assets.
- Facilitate the requirements to establish SPVs in the designated jurisdiction.
- Facilitate the requirements to establish Foundations and Holding companies.
- Facilitate the formation of offshore Trusts.
- Coordinate due diligence and compliance between family offices or UHNWI with different jurisdictions.
- Navigate covenant structuring while eliminating administrative bottlenecks.
- Facilitate documentation processes & setup phase.
Who We Do It For
- Complex family enterprises.
- Ultra high net-worth individuals.
Why We Are Best Positioned
- Direct relationships with regional & multi-national corporate service providers.
- Comprehensive understanding of family offices / UHNWI challenges to navigate legal and governance.
- Discretion and confidentiality throughout the process.
Succession Planning
Transformation of Wealth
Short & long-term family legacy is a wide concern to wealthy families. We arrange and propose multiple plausible solutions that support inter-generational & multi-generational transformation of wealth.
What We Do
- Identify bullet proof investment strategies integrated with product suites that support transformation of wealth while paying meticulous attention to detail.
- Present lawful opportunities and ideas that enhance tax efficacy, minimizing tax liability and maximizing after-tax returns.
- Apply buy-sell agreements funded by life insurance policies.
- Support family offices and Individuals to fully comprehend tax implications.
Who We Do It For
- Complex Family Enterprises.
- Companies in transition or turnaround situations.
- Well established family offices.
- Ultra-high net worth individuals.
Why We Are Best Positioned
- Deep network across legal and global corporate service providers.
- Understanding of complex financial landscapes across different family offices setups.
- Ability to assess estate planning and inheritance requirements.
Universal Life Insurance
Product Suites
Wealth preservation and value creation across varied investment vehicles and products is essential to business families who possess a wider scope and focus on governance and strategic direction.
What We Facilitate
- Help unlocking cross-border legacy protection.
- Private Placement Life Insurance.
- Evaluate and assess aggregate liability to determine insurance cover.
- Saving plans structured to serve as highly liquid wills.
Who We Do It For
- Family offices.
- Ultra-high net worth individuals.
- Family businesses and business families.
- Complex family enterprises with cross-border assets.
Why We Are Best Positioned
- Tie-ups with renowned Swiss and Singaporean insurance brokers.
- Nil fees on medical check-ups.
- Policies underwritten by top five Insurance Carriers worldwide.
- Knowledge of multiple insurance products and regulatory frameworks.
Capital & Asset Stewardship
Asset Stewardship
We Steward What We Value: “Asset Stewardship for a Sustainable Future.” We help our clients to commence their private banking relationships with Tier 1 offshore and onshore banks. Asset stewardship begins with creditworthy banks entertaining high capital adequacy ratios.
What We Do
- Facilitate the on-boarding process to Private Banks’ platforms.
- Manage all aspects of regulatory compliance requirements.
- Facilitate competitive pricings with our business partners.
- Provide access to trusted and exotic wealth management platforms.
Who We Do It For
- Foundations and Holding Companies.
- Family offices.
- Ultra-high net worth individuals.
- Selective operational businesses.
Why We Are Best Positioned
- Tie-ups with Tier 1 offshore and onshore Private Banks.
- Broad view of market pricing and product solutions across different platforms.
- Vast market knowledge spanning over 30 years.