Tailor a truly bespoke succession planning strategy to the needs of each family whilst catering to often complex family circumstances and individual lifestyles.
Meet liquidity needs to repay debt, satisfy estate and succession taxes, protect against key person risk and preserve the integrity of the family business across generations.
Align with and optimise existing planning and holding vehicles, including trusts, companies and foundations, as life insurance is flexible and highly complementary to other wealth management solutions.
Invest in a broad and diversified range of asset classes, from traditional stocks and bonds to non-traditional assets, which include private equity, hedge funds and real estate.
Ensure that wealth passes to future generations and/or philanthropic or other causes exactly as planned whilst maintaining control during clients’ lifetimes and beyond.
Continue to adapt and rebalance investment portfolios in line with clients’ evolving needs and in response to prevailing market conditions.
Decide and freely change who will benefit from family wealth (including those who may not be legal heirs), without needing to contend with probate and estate administration.
Access to Double Taxation Agreements (reduced withholding tax on dividend payments).
Benefit from a solution that adapts to international lifestyles and remains effective across borders by staying fully compliant with the legal requirements of multiple global jurisdictions.