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Fiduciary

Fiduciary services

We offer the full range of fiduciary advisory services, including drafting of Wills, Trust formation, estate duty calculation and liquidity analysis, succession planning, trusteeships, administration of deceased estates, tax planning and offshore company structuring.

Tax planning

Please note that we do not provide tax advice and you must consult an external specialist for this purpose. We do, however, take tax into consideration when planning a wealth strategy for you.

Estate planning

As you pass through the various stages of your life, our objective is to ensure ongoing effective legacy planning by:

  • Supporting the transfer of your legacy between generations, by providing sound and consistent advice
  • Assisting each generation to further your legacy and build on its success, by understanding their specific needs and goals
  • Building a relationship with your family and acting as professional independent trustees, trusted advisors and financial mentors

Effective legacy planning goes beyond estate planning. It also requires managing the legacy you have inherited, and the decisions you'll need to make when bestowing that legacy on future generations. Strategic estate planning includes setting up and managing cross-generational trusts, and putting appropriate Wills in place. These are some of the tools we use to structure your legacy plan. We consider all your estate planning needs such as the countries in which your family members are based, the jurisdictions across which your businesses or assets are located and accumulated benefits from past and present domiciles.

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