Establishing the purpose of wealth and advising on long-term governance and wealth preservation across generations Reviewing and advising on international wealth and succession planning solutions Advising on investment projects, including but not limited to, real estate, yachts, private jets, race horses, business ventures and financial portfolios

Managing wealth and succession planning vehicles in multiple jurisdictions Structuring ownership of worldwide assets using various types of vehicles including trusts, foundations and special purpose vehicles Coordinating with asset managers, bankers and other professional experts

Assisting with regulatory, tax and reporting obligations Implementing efficient administrative processes, through a robust risk management and governance framework ensuring full visibility and compliance across all structures and locations