Legacy Planning
Preserving wealth and protecting generations.
Continuity, Control & Protection
Legacy planning is not just about passing on wealth—it's about ensuring long-term continuity, control, and protection. We support high-net-worth individuals, families, and business owners in structuring their wealth and operations through vehicles that provide flexibility, confidentiality, and cross-border control.
Our Legacy Planning Services
Flexible, confidential, and cross-border legacy solutions
Family Trusts
Setup and management of family trusts (discretionary, purpose, revocable, and irrevocable)
- Discretionary trusts
- Purpose trusts
- Revocable & irrevocable
Holding Companies
Formation of holding companies to consolidate business and investment assets
- Corporate holding structures
- Asset consolidation
- Multi-jurisdiction setup
Succession & Inheritance
Structuring intergenerational succession and inheritance plans
- Inheritance planning
- Next-gen engagement
- Intergenerational transfer
Family Governance
Governance frameworks for family offices and family-owned businesses
- Family constitutions
- Office governance
- Decision protocols
Cross-Border Planning
Cross-border estate planning and jurisdictional structuring
- Cross-border estates
- Global compliance
- Tax optimization
Asset Ring-Fencing
Ring-fencing of assets to segregate personal and business interests
- Legal separation
- Business/personal shields
- Creditor protection
Offshore Vehicles
Offshore vehicles for privacy, asset protection, and long-term control
- Privacy
- Asset protection
- Offshore trusts & entities
Future-Ready Legacy Structures
We work with legal advisors, trustees, and financial institutions to create resilient and future-ready structures.
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