We help balance the articulated objectives, risk appetites, and values, and guide family stakeholders to articulate these through our in-depth onboarding process.
The guideline and governance mechanisms must be both strict and flexible to facilitate application by future generations. We help to navigate these complexities with a personal and adaptable approach.
Leveraging our experience in bespoke multi-jurisdiction financial services, we provide top-class asset structuring, reporting and documentation. We take into account tax planning, clear management structure, and corporate governance structure, to give family members peace-of-mind.