We provide bespoke consulting and advisory services to international private clients and their professional advisors.   Through our global network, we provide customized solutions to protect wealth and provide for future generations. 

what we do

We start by identifying our clients' personal and business objectives.  Our goal is to ensure that any domestic or international wealth structuring, family wealth issues, real estate and commercial transactions, family office matters or philanthropic intentions are aligned with such objectives.

We work with strategic partners as well as clients' existing professional advisors to provide comprehensive wealth planning and business consulting and advisory services, including the following:

GLOBAL TAX PLANNING

• Pre-immigration tax planning
• Personal tax planning
• Structuring of inbound and outbound investments
• Succession Planning

TRUST PLANNING AND IMPLEMENTATION

• wealth protection
• trust management and protectorship
• fiduciary services
• asset protection structures
• company formation and services
• establishing and maintaining banking relationships
• Shariah sensitive planning

REAL ESTATE

• sourcing property
• acquisition and disposition
• design & architectural services
• holding structures
• tax and inheritance planning
• management

HIGH VALUE ASSETS

• art and antiques
• personal aircraft
• shipping
• yachts
• intellectual property

PHILANTHROPY

• articulating your goals
• identifying potentials recipients
• gifting structures

CONCIERGE AND FAMILY OFFICE SERVICES

• investment control and management
• property location, sourcing and management
• personal security