Services
Protecting your wealth and making sure it is dealt with according to your wishes in the future is just as important, if not more important, than simply growing it.
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A wealth plan that's right for you and your family is tailored to your unique situation and goals.
The inheritance of assets from generation to generation is an issue that all families must face. You can implement several solutions. The right solution depends on factors such as where you live/reside and where your assets are located.
At its most basic, a family office is an entity used for the professional investment management of your wealth during your lifetime and beyond.
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Depending on your needs, the role of the family office can expand to include other services for your family.
Traditionally, a charitable giving might simply be a "checkbook donations" you make to an institution of your choice, such as a hospital, school, or nonprofit organisation. Today, you might donate to a social enterprise that supports a specific cause that is important to you and your family.
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Or, you can take it a step further and make investment decisions where financial return is secondary to measurable social impact, a strategy often referred to as impact investing.
Cross-border taxation is a consideration that is relevant to you if you have overseas investments (such as shares or property) or family members living abroad. Complex tax implications or high tax exposure can be effectively mitigated with proper structuring/advance planning.
When it comes to families, nothing is more important than making sure their future is secure. You want to provide for them, protect them, and have their best interests at heart, knowing that when the future comes, they will get what they need.
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Innovative life insurance solutions allow you to prepare for the unforeseen.
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