Our private client service is specifically designed for families, HNIs and UHNIs to help you make informed investment decisions while ensuring your wealth is preserved. Our key service under this practice area is:

Wealth Transfer and Preservation

We guide
clients
through
the
complexities
of
wealth
transfer,
ensuring
assets
are
distributed
efficiently
 and
family
 wealth
 is
 preserved
for
future
 generations.
 Our
services
 encompass:

• Estate Planning

Planning for the future
is
essential,
and
a
well-crafted
will
or
trust
provides
a
roadmap for how your assets will be managed and distributed, ensuring your estate wishes are honoured.
We
draft comprehensive wills
and
trust
documents tailored
to
each
client’s unique circumstances and objectives. Beyond the fundamental aspects of asset distribution,
our expertise
extends
to
incorporating
provisions
for
a
wide
range
of crucial
life
events
and the needs of beneficiaries.

• Tax Optimisation

We develop customised
 strategies
 and asset protection plans that minimise
 tax
 liabilities
while
supporting
the
long-term
financial
goals of our client.
We
advise
on
entity
selection
and
structuring,
cross-border
transactions, and
income
tax optimisation.
Our
goal
is
to
provide
tax
solutions
that
enhance
financial
efficiency
and
achieve optimal
outcomes
in
both
 domestic
and
global
markets.

We
leverage these tax-efficient
estates
and
trust
structures,
including
exploring family
office
arrangements
to create a comprehensive
strategies
that
safeguard wealth and
facilitate
seamless
intergenerational
transfer.