We have a specialized and dedicated in house team to help our clients tailor a Structure to articulate and implement their vision for succession and continuity of the family wealth during their lifetime. Our in-depth experience in continuity of family wealth helps us to visualize the specific needs of each client family.

• Estate Plan Advisory

• Preparation of Wills

• Trust Formation

• Trust Management

• Client Associates as executors

• Complex structures like holding companies

A case study approach to assess and advice Private Clients on their need to protect their existing & future assets by way of structured insurance. As an independent Wealth Management Firm we are able to source the best protection solutions for our Private Clients.