Trust & Asset Protection Advisory

Our Private Wealth team offers holistic estate and succession planning and asset protection advice to high net worth and ultra high net worth clients and families in the region and beyond.
Private wealth individuals appreciate our bespoke approach in establishing complex investment holding, trust, and philanthropic structures, and our corporate clients benefit from regular advice on regulatory and compliance matters.

Estate & Succession Planning

Holistic estate and succession planning and asset protection advice to high net worth and ultra high net worth clients and families in the region and beyond.

Implementation of estate and succession planning and asset protection structures, including the establishment of complex investment holding structures and/or trust structures, preparation of shareholders’ agreements and family constitutions.

Philanthropy

Structuring and establishing philanthropic vehicles and structures.

Advisory on and assistance in regulatory considerations including applying for registration as charities and/or institutions of public character.

Advisory on tax treatment of philanthropic structures including tax exemptions and tax deductions.

Regulatory & Compliance Matters

Anti-money laundering regulations.

Common Reporting Standards and Automatic Exchange of Information regulations.

Foreign Account Tax Compliance Act regulations.

Advisory to financial institutions in relation to their duties and obligations as fiduciaries.

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