UHNW Tax, Offshore, Asset Preservation, and Wealth Preservation Strategies and Services
We offer a comprehensive range of services to help UHNW individuals protect and grow their wealth.
Ultra-high-net-worth (UHNW) individuals have unique tax and wealth preservation challenges. They need to work with experienced professionals who understand their complex needs.
Our Services
- Tax planning and compliance
- Offshore wealth management
- Asset protection strategies
- Wealth preservation strategies
- Succession and Continuity strategies and personal development
- Family office services
The Unique Edge
We have the unique additional aspect of taking the above services and providing a forum and panel based meetings to bring experts together for the best outcomes.
Empowering You
We know the most important aspect for UHNWs is having the freedom and autonomy to know what the best advice is, so we work to not only build strong relationships of trust, but also give our network the best information and knowledge to help empower you.
Our Expertise
We have a team of experienced professionals with a deep understanding of the tax and wealth preservation challenges facing UHNW individuals. We can help you develop and implement a comprehensive plan to protect and grow your wealth. We also have a network of colleagues who we work with to provide the best strategies, best options, in an ever evolving world.
Confidentiality
Discretion is the most critical part of trust. And trust is crucial to a strong relationship. We are bound by lawyers’ rules but we also take a stricter, higher threshold than the law requires of us. Confidentiality is paramount to us.
Our Commitment
We are committed to providing our clients with the highest level of service and expertise. We will work closely with you to understand your individual needs and develop a customized plan to meet your goals.
Contact Us
If you are an UHNW individual looking for expert tax and wealth preservation advice, please contact us today. We would be happy to discuss your individual needs and how we can help you protect and grow your wealth.
Contact our UHNW team today.