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