Private Clients. Family offices. Multi-generational wealth.
Trust and foundation structuring, succession planning, private banking introductions, citizenship and residency, tax-residency planning and allocated gold custody — coordinated by a single director with director-only file access.
Nine disciplines. Director-only files.
Trusts & Foundations
Discretionary, fixed-interest, purpose and reserved-power trusts. Panama and Nevis foundations.
Real Estate Structuring
Hold prime real estate through compliant SPVs in tax-efficient jurisdictions.
Yacht & Aircraft Registration
Flag, register and structure ownership of yachts and private aircraft.
Private Banking Introductions
Warm introductions to tier-one private banks in Singapore, HK, Monaco, Switzerland, London.
Family Office Set-up
Single- and multi-family office design, governance charters and operational playbooks.
Citizenship by Investment
Second passports through 13 government-approved programmes.
Residency by Investment
Golden visas and residency across 13 jurisdictions — Portugal, UAE, Malta, Greece and more.
Gold & Bullion Storage
Allocated, segregated bullion storage in non-bank vaults across four continents.
Personalised Wealth Strategies
One coordinated plan across every country you hold assets in — objectives first, products last, reviewed as your life changes.
Asset & Portfolio Management
Discretionary and advisory portfolios via independent managers — multi-currency, with total cost of ownership and any intermediary remuneration disclosed.
Retirement Planning
Retirement provision for globally mobile clients whose pensions, employers and tax residency span several countries.
UK Pension Transfers (SIPP / ROPS)
An options review for non-UK residents: leave it in the UK, move to a SIPP, or transfer to a ROPS — with the trade-offs written down.
Global Investment Platforms
Offshore and onshore investment accounts, wrappers and custody arrangements that match your residency and reporting position.
Education Fee Planning
Funding international school and university costs across currencies without disrupting the wider structure.
Insurance & Protection
Life, critical illness, income protection and key-person cover placed for expatriates and cross-border families.
Inheritance Tax Planning
IHT and estate-tax exposure mapped across jurisdictions, then reduced with gifting, trusts, insurance and domicile planning.