Category: Our Services

Investment Solutions

Equity & Debt MFs
Careful selection of Equity and Debt Mutual Funds Tailored to your Individual Goals and Risk Tolerance.
Alternative Investment Funds (AIF)
Privileged access to category I, II, and III AIFs spanning private equity, venture capital, and real assets.
Special Investment Fund (SIF)
A curated selection of market-neutral, global macro, and long/short equity funds to reduce volatility and protect capital.
Private Equity Access
Co-investment and secondary opportunities with top-tier global PE firms, backed by rigorous due diligence.
Structured Products
Customized principal-protected notes and equity-linked strategies to enhance yield while preserving capital.
Global Equity & Fixed Income
Diversified portfolios of best-in-class international fund managers, complemented by currency overlays and tax-efficient structuring.

Family Office Solutions
An end-to-end platform for families with substantial assets, covering governance, investment management, tax and legal coordination, and next-generation education.
Multi-Generational Wealth Transfer
Designing wealth transition frameworks using trusts and foundations to empower responsible stewardship across generations.
Philanthropic Advisory
Crafting impactful giving strategies through private foundations and donor-advised funds to create an enduring philanthropic legacy.
Tax Optimization Strategies
Sophisticated cross-border tax planning utilizing tax treaties and efficient investment structures to minimize global tax liabilities.
Risk Management & Insurance
Customized insurance solutions including life, key person, and bespoke estate-planning vehicles to protect wealth and enterprise value.

Trust Structuring & Administration
Creating revocable, irrevocable, and offshore trust vehicles (including BVI VISTA and Cayman STAR trusts) managed with rigorous fiduciary standards.
Dynasty Trust Planning
Establishing perpetual trusts that preserve capital across generations while leveraging estate tax efficiencies.
International Estate Planning
Coordinating estate frameworks across multiple tax regimes to safeguard global assets and comply with FATCA and CRS.
Asset Protection Strategies
Deploying multi-layered structures to defend against creditors, lawsuits, and unforeseen financial risks.
Business Succession Planning
Driving ownership transitions through valuation, installment sales, and management alignment to ensure business continuity.

Executive Compensation Planning
Optimizing equity incentives, carried interest, and pension benefits with tax-efficient structures.
Post-Retirement Income Planning
Constructing liability-driven portfolios that balance growth and income for long-term, tax-efficient cash flow.
Healthcare & Long-Term Care Planning
Designing global premium funding and contingency strategies to ensure access to elite care.
International Retirement Planning
Planning for residency, taxation, and withdrawals for cross-border retirees to maintain asset efficiency globally.