We have wealth
planners in leading financial centers worldwide and trust operations in the
key strategic locations of The Bahamas, Jersey, Singapore, Switzerland, and the US.
Our expert trust services enable you to hold your wealth in an efficient way and
pass on your legacy to future
generations as you envision.
Meeting your needs around the world
Our trust services team are 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 address the cross-border
challenges encountered in the transfer of wealth.
In particular, our trust 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 safeguard your
interests and family.
We work with you and your advisors to craft a comprehensive framework to address
your family, tax and legal requirements. Our wealth planners can also help with business
succession and liquidity planning.
Our custom structures can hold a multitude of assets, including operating companies,
advisory, yachts, and aircraft
A broad range of investments are available to you through our open architecture
Continuity for generations to come
Wealth planning can provide peace of mind from knowing that your legacy will be
in safe hands.
Our trust services 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.