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Our expert Family Business Wealth team designs and administers programs that support private clients and extended families, handle numerous and dynamic cross-border properties, address tax and regulatory issues, and plan succession of estate and business

Inheritance and estate planning

Estate planning is about more than simply passing money on after you die; it's also about enjoying life now and making sure you have enough to live on.

This is why it is critical to begin planning as soon as possible. We can show you how much money you'll need, assist you in transferring assets in the most efficient manner, and help you decrease or manage an Inheritance Tax bill.

Citizenship-by-Investment Programs

Citizenship-by-investment schemes give families the opportunity to obtain an alternate citizenship, allowing them to travel freely to numerous destinations and live in another country. Over 100 countries throughout the world have enacted legislation governing investment mobility.

Integrated Tax

Your taxes are already complicated; changing regulations and legislation can make them even more so.

We can assist you in making income, estate, and other tax preparation an important and beneficial aspect of your overall financial strategy.

Our professionals can use tax methods to achieve the results you seek while also serving your wider goals, personal philosophy, and situation—even as they evolve over time.


 That means you always have a plan integrated into your financial strategy for:

  • Annual income taxes

  • Capital gains taxes

  • Gift taxes

  • Estate taxes

Services for High Net Worth Individuals

To support our HNWI clients, we've assembled a team of seasoned professionals.

They are well-versed in a wide range of issues that high-net-worth individuals face daily.

Because of our multidisciplinary approach, we are well-positioned to assist you and your family with a wide range of personal finance and asset management difficulties.

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