However well you plan ahead, some events remain unpredictable. So when you establish your wealth and succession planning strategy, risk management and insurance can play an integral role.
Well-designed insurance solutions help manage the losses that can arise as a result of life's unforeseen events. They can also offer tax advantages, enhance investment efficiency and provide significant estate planning benefits.
As we use an 'open architecture' platform, your options are not limited to in-house solutions. Working with global insurance providers allows us to take into consideration a variety of factors, including your family relationships and tax-related concerns, as well as any economic, jurisdictional and political issues that may impact the planning process.
Some of these solutions may include tax-efficient holding structures. Others may address philanthropic or charitable intent, life insurance and business succession planning. We can also assist with insurance solutions to protect special assets, such as fine arts, collectibles, yachts and planes, etc. In other instances, kidnap and ransom, or directorship and professional liability insurance might be appropriate.