Preserving your assets for the benefit of future generations is not without its challenges. You may want to involve your family in the process, without ceding overall control. Our relationship managers work to closely understand the needs of your family, then advise on a plan that leaves all parties satisfied.
It makes sense to protect your wealth for yourself, your family & future generations.
How you go about this is a personal decision, but not a straightforward one. You will need to consider a range of issues:
In any scenario, professional wealth structuring and planning will help you protect the safety and security of your assets, as well as your family's financial confidentiality. It can also enhance your control over your financial position while facilitating orderly succession of assets as well as minimising tax exposure in the various jurisdictions in which your family has assets.