• Estate Planning: Craft a strategic plan of how your property shall be divided in order to ensure that it was done according to your wishes especially regarding taxes as well as to reduce on unnecessary litigations.

• Trust Formation & Administration: Trusts are capable of being used for protection of asset and as well as transferring them to other generations. We help our clients in establishing and administering trust that meets their specific objectives.

• Asset Protection: Use strong legal papers to protect your wealth against all the dangers that may arise. Our concern starts from the creditor protection to the risk management for the safety of your assets.

• Investment Strategy & Guidance: Together with leading financial specialists, we guide your decision regarding investments and always keep an eye on both potential profits and threats.

• Philanthropy Planning: When it comes to starting a charitable trust or making a major gift, we assist you on how your philanthropic plans will have the most effective return while being able to capture your tax advantages.

• Family Business Transition Planning: Especially in families with business, continuity must be given a paramount concern. Thereby, we assist in designing the frameworks for both governance and succession planning to preserve the enterprise and the family bonds. 

It is not just about money, money, money; it is about the future and about who and what will count on that money when the time comes. At the wealth management front, we offer solutions that enable integrated wealth creation, preservation, accumulation and transfer for affluent investors.