Private Client / Asset & Estate Planning
We regularly advise high net-worth and ultra-high net-worth individuals and their families on how to structure and protect their wealth. Our multi-jurisdictionally trained and admitted team has the necessary credentials to advise our clients holistically with regard to their global wealth.
In close cooperation with WalPart Trust reg., the affiliated fiduciary service provider, we are able to offer tailor-made solutions.
We advise our clients on:
the formation and governance of trusts, foundations, private label funds, privately held limited companies and private trust companies (PTC);
the replacement of a fiduciary service provider of a trust, foundation or other private wealth structure;
the structuring and management of family offices;
philanthropy;
corporate real estate;
regulatory and compliance;
succession and estate planning; and
relocation services and immigration.
Services
Trusts
Foundations
Establishments
Limited Liability Companies
Trust Enterprises (Trust reg.)
Private Trust Companies (PTC)
Private Label Funds
Family Offices
International Estate Planning
Asset Protection
Relocation
Taxation
Wills and Probate