Our Comphrensive Wealth Services
Privileged access to a global ecosystem of traditional and alternative investment opportunities.
Holistic oversight of your entire financial world, from family governance to philanthropy.
Sophisticated structures to protect your assets and ensure a seamless transfer of wealth across generations.
Bespoke strategies for executives and entrepreneurs to optimize wealth for a secure and fulfilling retirement.
Comphrensive Wealth Services
Investment Solutions
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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.
Wealth Management
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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.
Estate Planning
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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.
Retirement Planning
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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.