Full definition of personal
financial objectives of the Client leading to the selection of fully
personalized long-term financial strategies.
In-depth analysis of existing
global banking arrangements, asset and monetary holdings, and trust
and corporate structures.
Resolution of all multi-national
taxation issues, emphasis on major tax havens.
service for tax-efficient wealth transfer to future generations and
other beneficiaries of the Client’s choice.
Optimum long-term investment
strategies including agreed performance benchmarks and risk control
Complete range of school and
university fees planning options.
International property finance and
Full mediation with major
institutions and professional firms on banking, investment,
insurance, accountancy, legal and trustee services and all other
related financial services on behalf of the Client.
Sophisticated software systems for
the management and valuation of the Client’s total aggregated
Highly competitive and transparent
fee agreements for the Client’s Elite Wealth Management Strategies.