We are experts in administering structures established to facilitate the effective management of family wealth and achieve generational wealth transfer.
Our services focus on:
Implementing strategies for the effective preservation and enhancement of wealth for future generations.
Understanding the importance of the openness and facilitating appropriate participation by the family and trusted advisors.
Utilising structures and jurisdictions which are chosen to maximise operational and fiscal benefits.
Robust management and control supported by timely and relevant reporting.
Operational controls, demonstrable substance and structured internal procedures for all transactions.
Delivering the highest levels of service through dedicated and multi-skilled relationship teams and expert professionals.