Private Wealth

Our Private Wealth team understands the unique challenges you are facing and can help plan for the present and the future.

In today’s complex world, helping you grow, protect and enjoy your wealth is crucial. Our Private Wealth team understands the unique challenges you are facing and can help plan for the present and the future.

Our team is dedicated to assist individual clients who need a wide variety of immigration, tax and legal services, including tax compliance, tax advice, succession and wealth planning, asset protection and structuring for business and private assets. The professionals in our team offer their judgment, wealth of experience and capability required to help you achieve your goals now and for future generations.

How can we help?

Immigration
Tax planning and compliance
Succession planning
Investment planning
Estate, trust, foundations and gift planning
Insurance and risk management
Family office
Philanthropy

Immigration

Your family may require flexibility in where they want to live, study, work or retire, or just desire the options that come with residence or citizenship by investment. We can help you establish what residence or citizenship opportunities are available to you and your family, and to achieve them.

Tax planning and compliance

In today’s fluid tax environment you will want to consider a variety of strategies so that you will be well positioned regardless of tax policy outcomes and lifestyle requirements. We have assisted many individuals and families set their strategies and keep to them.

Succession planning

The longevity of a family business or family assets depends on early and ongoing succession planning. Communicating the results of that planning to family members and other key stakeholders in a timely fashion will increase the likelihood that the value will endure well beyond leadership transition.

Investment planning

In this atmosphere of prevailing uncertainty and global economic interdependency, it’s important to have an investment strategy that will keep you on an even keel while also letting you remain flexible enough to capitalise on new opportunities when they arise.

Estate, trust, foundations and gift planning

Without proper planning, estate and inheritance taxes can significantly reduce the amount of wealth available for future generations. It’s important to routinely review your estate and gift plans to address multi-jurisdictional changes in tax laws and to ensure your wishes remain accurately reflected.

Insurance and risk management

Protecting your family’s well-being and assets from various risks involves more than just obtaining adequate insurance coverage. It also entails making strategic choices about forms of asset ownership.

Family office

Your family’s affairs tend to become more complex, and the raft or legislation that is being introduced on a very regular basis require you to have access to a very wide network of professionals, advisors, tax practitioners, lawyers, accountants etc.

Philanthropy

Philanthropic giving is most effective when it is tax efficient. It is important to understand when and if a tax deduction is allowed and the benefit realised.