Preserving your wealth
Trusts (on-shore and off-shore)
Over the generations, private clients have created Trusts so that wealth is held centrally, securely and in a tax efficient manner by Trustees on behalf of specified beneficiaries and for their future benefit, at an appropriate time. In addition, Trusts can facilitate charitable giving and simplify estate planning.
A private legal entity, with its own legal personality, set up for charitable or non-charitable purposes a foundation is administered by a council of members under contractual principles.
By incorporating a private company to acquire international assets, such as investments, real estate or intellectual property, an individual may protect and hold these in a separate legal entity in a confidential and tax efficient manner
For private consultations on matter of Wealth Management, Corporate tax efficient structures, residency planning, onshore vs. offshore and holding companies
We invite you to contact via our firstname.lastname@example.org and or visit us in London – Copenhagen – Lisbon