Being the largest independent private trust services provider, we are proud of being able to offer personalised services to our clients and assist them in developing and implementing targeted, sophisticated asset administration and asset transfer solutions that are aligned with the overall affairs of the family.

With our knowledge capital, expertise and operational excellence we are specialised to support the needs of the families. Our service offering ranges from administration of assets to intergenerational transfer of wealth.

Key objectives of succession planning:

• Structured succession planning for business and family assets (movable and immovable assets)
• Consolidation of family assets under a long term legal structure
• Welfare & maintenance of family members, and seamless distribution of control and assets to the next generation
• Ensuring that ownership of family business remains within the family for many generations to come
• Planning for unforeseen eventualities
• Growth of family assets under a proper structure
• Ensuring minimal administrative work for family members
• Development of family constitution / code of conduct to preserve family values for future generations

Our customised services for families include:

• Succession and estate planning
• Advice on combination of various legal structures aimed at protecting family wealth from personal and legal risks
• Setting up and management of private family trusts and other holding structures
• Drafting and execution of wills
• Inter-generational transfer of wealth
• Legal and tax assistance
• Consolidated reporting, monitoring of investments and accounting
• Philanthropy advisory
• Family communication involving setting up of family governance structures and family constitution
• Long term administration of the trust structure

Key objectives of succession planning:

• Structured succession planning for business and family assets (movable and immovable assets)
• Consolidation of family assets under a long term legal structure
• Welfare & maintenance of family members, and seamless distribution of control and assets to the next generation
• Ensuring that ownership of family business remains within the Family for many generations to come
• Planning for unforeseen eventualities
• Growth of family assets under a proper structure
• Ensuring minimal administrative work for family members
• Development of family constitution / code of conduct to preserve family values for future generations