Estate planning should form an integral part of overall wealth management.

The goal is to protect your assets and to facilitate their transfer to future generations in a tax efficient manner. We understand that things can change including future assets, family considerations and tax residence and these factors need to be considered when establishing the structures that will grow with you.

We offer a full range of trust and foundation formation and management options including discretionary trusts, life interest/fixed trusts, private foundations, protective trusts, purpose trusts, charitable trusts and charitable foundations.

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