Specialist advisory

A considered structure.
For what comes next.

Offshore trusts, private trustee companies, DIFC foundations and international banking, brought together around your priorities.

Discuss your plans

Wealth & Asset Structuring

Start with your priorities.
See beyond one entity.

Business ownership and personal wealth often span different people, assets and jurisdictions. A useful structure begins with understanding those relationships and the decisions you want it to support.

We help coordinate the assessment and implementation of appropriate entities and governance arrangements, working with legal, tax and fiduciary specialists where required.

Wealth & Asset Structuring

Expertise in the detail.
Support at every step.

01

Offshore Trusts

Consider revocable or irrevocable trust arrangements around your family, assets and succession objectives. We coordinate the documentation, appointments and administration with the legal and fiduciary specialists relevant to the chosen jurisdiction.

  • Trust deed preparation
  • Trustee selection
  • Protector appointment
  • Letter of wishes
  • Asset-transfer coordination
  • Beneficiary structuring
  • Investment mandate coordination
  • Ongoing administration
Discuss Offshore Trusts
02

Private Trustee Companies

A private trustee company can provide a dedicated governance arrangement for a family’s trusts. We coordinate the entity, board and administration work with specialist advice on the proposed powers and responsibilities.

  • PTC incorporation
  • Board composition
  • Governance framework
  • Reserved-powers review
  • Succession planning
  • Multi-trust management arrangements
  • Compliance management
  • Annual filings
Discuss Private Trustee Companies
03

DIFC Foundations

Explore a DIFC foundation as part of a considered ownership and succession plan. We coordinate its governing documents, appointments, registration and ongoing administration with the appropriate specialists.

  • Foundation charter
  • By-law preparation
  • Council appointment
  • Guardian selection
  • Beneficiary designation
  • Asset endowment coordination
  • DIFC registration
  • Ongoing compliance
Discuss DIFC Foundations
04

International Banking

Align banking, custody and investment-account arrangements with your wider wealth structure. We help prepare the information institutions need and coordinate introductions and ongoing liaison across the relevant financial centres.

  • Private bank introductions
  • Custody account coordination
  • Multi-currency requirements
  • Investment platform introductions
  • Compliance preparation
  • Source-of-wealth documentation
  • Ongoing relationship liaison
  • Reporting coordination
Explore banking support
An editorial view of a business workspace or advisory conversation

A useful starting point

A wider view of
what you’ve built.

  1. An outline of the business interests and assets involved.
  2. The jurisdictions and people connected to them.
  3. Your priorities for control, continuity and the next generation.
Talk through your plans

Your questions, considered

A little clarity.
Before we begin.

Ask us something else
Does every family need a foundation or trust?

No. The appropriate approach depends on your objectives, circumstances and the laws involved. A more complex structure should have a clear purpose.

Can you review an existing structure?

We can coordinate a review with the relevant advisers, starting with the existing documents and the outcomes you want to assess.

Can a structure guarantee protection or tax savings?

No blanket outcome should be assumed. Legal effect and tax treatment require a specific assessment of the proposed arrangements and the people and assets involved.

Your next chapter starts with a conversation

Let’s give your plans
a clear direction.

Start a conversation