Firstly, it is essential to listen and understand the concerns and goals for our clients. This enables us to structure wealth protection solutions that fully meet our clients’ needs and that, above all, are compatible with their values.
While setting up a TRUST, as the name itself says, we constantly strive, with our experienced and qualified team of specialists supervising and managing your structure, to constantly maintain the highest level of service.
With our know-how and experience in structuring and implementing solutions, we will constantly strive to keep our clients up-to-speed with constant senior level-support.
Our priority is to strengthen our relationship so that we can clearly and transparently have a conversation about facts and figures to better understand and protect the wealth and define the clients desired succession planning.
1
Learning about our client’s family structure and understand their goals for both accumulated wealth and future gains.
2
We want to understand our clients past and present circumstances, dynamics and expectations regarding wealth distributions and legacy.
3
Outlining a plan to define how to protect our client’s wealth and how to best manage structures.
4
Structuring and defining solutions for each individual asset (liquid or illiquid) given the jurisdiction and specific characteristics.
5
Creating and implementing structures which could include a foundation, trust, or other corporate structure.