We have wealth planners in leading financial centers worldwide and trust administration
centers in key strategic locations, such as The Bahamas, Jersey, Singapore, Switzerland,
and the US.
Our trust and wealth planning services enable you to structure and hold your assets
in an efficient way and pass on your legacy to future
generations as you envision.
Comprehensive wealth planning for the worldly
Our team is here to serve your wealth planning needs wherever you and your family
live, do business and have assets.
Our global capabilities and local expertise enable us to navigate the challenges
of cross-border investing while helping to preserve your wealth.
In particular, our experts can ease the transition of assets between non-US persons
and their US heirs.
Protecting your wealth
However complex your situation, your wealth plan can be tailored to help safeguard
your interests and family.
We work with you and your advisors to create a comprehensive framework to address
your family, tax and legal requirements. Our team can also help with business succession
and liquidity planning.
Custom structures can hold unique assets, including operating companies, real estate,
art, yachts, and aircraft. We also develop unique investment strategies, taking into
consideration the trust’s objective and any unique beneficiary requirements.
Managing the complexities of your legacy
Wealth planning can provide peace of mind from knowing that your legacy will be
in safe hands.
Our team will continue to carry out your wishes for the benefit of those you choose
for years to come.
Over the long term, we will review your trusts with the beneficiaries to ensure
your intentions continue to be fulfilled as intended.
Not all products and services are available in all locations.