Private Wealth and Family Business
Wealth is built with effort and lost for lack of order.
What we do
We structure the protection, administration and succession of the wealth of individuals and family groups, with vehicles in the five jurisdictions where the firm works. Each structure starts from a review of the existing estate, an analysis of risks and the client's wishes, not from a pre built model.
Who it is for
Individuals and families with wealth in the region, family groups that need to separate family wealth from the operating company, and clients holding assets in more than one jurisdiction.
What it includes
- Estate and succession planning
- Private interest foundations
- Trusts and fiduciary structures
- Family protocols and group governance
- Vehicles in Panama, BVI, Belize, The Bahamas and Nevis
- Regulatory compliance and anti money laundering
- Acquisition and transfer of high value assets, including pleasure vessels, aircraft and works of art
