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Advisory Services

Monitoring and Reporting Services

  • Consolidated reporting of global bank accounts.
  • Consolidation and reporting of all family assets (including non-bankable assets).
  • Consolidated performance reporting.
  • Risk adjusted performance reporting and risk attribution.
  • Benchmark comparison.
  • Fiscal annual performance.
  • Risk reporting.
  • Offering an online reporting system.

Wealth Planning Services

  • Structuring assets and investments to aid tax planning.
  • Advice on ownership, management and distribution of assets.
  • Privacy and wealth protection structures.

Taxes / International Tax Planning Services

  • Double-tax treaty planning for family-owned companies and real estate.
  • Local and international tax advice.
  • Fiscal company migration.
  • Preparation of tax returns (incl. country of residence).
  • OffShore Jurisdictions tax advice.

International Relocation Services

  • Analysing tax and other benefits of international relocation.
  • Support with change of domicile.
  • Support with obtaining international residence permits.
  • Assistance in locating and applying to foreign schools.
  • Coordinating contacts with all authorities involved (federal, cantonal and municipal).
  • Support with Lump-sum negotiations worldwide.

Insurance Services

  • Evaluating a portfolio of insurances and implementing new insurance policies.
  • Renegotiating and amending existing policies.
  • Support with private placement life insurance as a wealth planning tool.
  • Organising international health insurance.
  • Support with kidnap & ransom insurance.
  • Support with universal life insurance (ULI) as an estate planning tool.
  • International personal liability insurance.
  • Insurance related to special assets, e.g., aircraft, yachts, art and the like.

Partners:

  Bank Advisory / Financial Advisory Partners:

  • Mizuho Financial Group
  • Sumitomo Mitsui Fini Group Inc
  • Rothschild
  • Jefferies LLC
  • Mitsubishi UFJ Financial Group
  • Nomura
  • BMO Capital Markets
  • Evercore Partners
  • Credit Agricole CIB
  • TD Securites Inc
  • Scotia Bank
  • Moelis and Co
  • Macquarie Group
  • ING
  • Houlihan Lokey
  • Guggenheim securities LLC
  • Societe General
  • CIBIC World markets Inc
  • CITIC
  • GF Securites
  • Haitong Securites Co Ltd
  • Sun Trust Banks
  • BMO Capital market
  • Guotai Junan Securities
  • China International Capital Co
  • China Constrcution Bank
  • Unicredit
  • Evercore Partners
  • Daiva securities group Inc
  • GCA Savvian group corp
  • Deloitte
  • Tokai Tokyo financial holdings
  • KPMG
  • SBI Holdings Inc
  • Bank  of china ltd
  • Industria lands commericla bank of china
  • Agricultural bank of china
  • Bank of communications co ltd
  • Standard chartered
  • Cimb group sdn bhd
  • Malayan banking bhd
  • RHB
  • Ammb holdings Bhd
  • Dubai Islamic bank Pjsc
  • Abu dhabi Islamic bank Adib
  • Emirates Nbd Pjsc
  • US Bancorp
  • Santander
  • Bbva
  • Lloyd’s Bank
  • Pnc Financial Services Group
  • Bank of new york mellon corp
  • ANZ Banking group
  • First Horizon National Corp
  • Seb
  • Banco Bradesco Sa
  • Banco Da Brasil sa
  • Itau Unibanco
  • Banco Safra SA
  • Corporation Actiniver Sab De Cv
  • Casas de bolsa bital SA
  • Casa de bolsa Finamex Sad de c
  • Casa de bolsa inverlat
  • Inversora bursatil sa de c
  • Grupo financiero banorte lxe
  • Industrial bank co ltd
  • China securities co ltd
  • National Australia bank
  • Westpac bank
  • Common wealth bank of Australia
  • Shinsei bank
  • Arab Banking Corporation
  • OffShore Companies Partners :

    1. Ims 
    2. HealyConsultants 
    3. Registrar Of Companies Cayman Islands
    4. StuartsLaw 
    5. CompExp
    6. EltomaGlobal 
    7. WWinCorp 
    8. NewBusinessNow
    9. Hfsoffshore
    10. SscDubai
    11. Pkcy
    12. SfmOffShore
    13. OffShoreFormations
    14. OneOffShoreCompany
    15. LennoxPaton
    16. Ocra
    17. GtsHongKong
    18. OneIbc

     

    Legal Partners : 

    1. Morgan Lewis
    2. Sinorica
    3. Covington & Burling Llp
    4. Oliff
    5. Cantor Colburn
    6. Maier & Maier
    7. Wlp
    8. s-n-h
    9. Sagacious
    10. Rumi
    11. Penning
    12. Patentlawyers Usa
    13. Uspto
    14. Your  Patent Team
    15. Fchs
    16. Jenner
    17. Kirkland
    18. Msk
    19. Quinnemanuel
    20. Oblon
    21. Sughrue
    22. com
    23. Hdp
    24. Slwip
    25. mg-ip.com
    26. Wenderoth
    27. Staasandhalsey
    28. Slatermatsil
    29. Brinks Gilson and Lione
    30. Ilg
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