With the rise in globalisation, assets and family members are increasingly located all over the world. Our Global Wealth Management team can assist you with the appropriate tax planning strategies regardless of the complexity and jurisdictions involved. We can help with:
- Institutional needs - We provide guidance on money-laundering and risk management, assist in strengthening tax compliance and in creating custom compliance manuals, and in drafting shari’a compliant trusts. We also help global financial institutions develop wealth management products and strategies and advise on sophisticated multijurisdictional tax planning to effectively address the needs of high net worth families. We also assist in establishing and advise on trust companies, private trust companies, limited partnerships and family offices
- High net worth individuals and families - We help families and family firms mitigate global tax exposure in their personal and business undertakings, advising them on estate and business succession, corporate and fiduciary structures, governance issues and compliance with tax and reporting obligations. We assist in designing and establishing and advise on bespoke domestic, offshore and cross border tax efficient wealth management structures, including advising on private trust companies and limited partnerships. We also advise on investment strategies, insurance products and private equity structuring including tax-transparent vehicles and tax-advantaged vehicles. We also provide experienced advice to high net worth individuals on changing tax residence and domicile planning, pre-immigration and expatriation planning
- Trust companies, trustees and fiduciaries - We conduct in-depth trust and tax audits for trustees and assist them in complying with global tax and reporting obligations. We advise on trustee residence, global tax minimisation and assist in the preparation of standard and bespoke trust documentation. We help trustees and beneficiaries ensure that the wealth management structures put in place work effectively and tax efficiently as the needs and circumstances of the family members change