Chances are you've stayed awake at night more than once thinking about taxes, economic or political uncertainties, your family's future well-being and other issues.
With some planning and a trusted advisor by your side, you can help ensure that your wealth will be there throughout your lifetime—and for the next generation.
Here are just a few examples of how we can help meet your needs:
- Plan your estate for the benefit of your family
- Plan for the succession of your private business
- Make tax-efficient financial decisions
- Turn your investments into a source of income
Plan your estate for the benefit of your family
Estate planning can be complex and should not be put off. Taking the right steps now can ensure that your assets are transferred to your beneficiaries as intended and in the most efficient and tax-effective way possible.
Creating an estate plan is even more important if you own assets (such as a vacation home, boat or investment portfolio) in more than one country—or in a country that imposes high estate or inheritance taxes. In addition, if your beneficiaries live abroad, you may have to plan for tax and ownership issues in their country of residence.
One of the most effective strategies for cross-border wealth transfers is an international trust.
We are a recognized leader in international trusts and estate planning. Working with you and your advisors, we can help you implement the ideal solution to meet your estate planning requirements—whether it is an international trust, holding company or other fiduciary structure.
Visit our Trust and Fiduciary Services section.
Plan for the succession of your private business
Transferring the ownership of your business, particularly one that extends across one or more countries, can be complicated. For example, if your beneficiaries live abroad, the laws that apply to them regarding transfer of assets may differ from the laws that apply to you or the current business owner.
With an in-depth expertise in succession planning and an acute awareness of the related tax, regulatory and legislative issues, our trust professionals can help recommend and implement the ideal solution for your needs.
Visit our Trust and Fiduciary Services section.
Make tax-efficient financial decisions
Formalizing and implementing estate and business succession plans will go a long way towards helping to ensure that more of your wealth goes to your beneficiaries.
Because of your wealth, you may need to consider the tax implications of almost every financial decision you make. This is especially true if you own assets in multiple countries—or have beneficiaries living in another country.
Our international tax consultancy team has extensive experience and can help protect and preserve your wealth through tailored advice and a range of financial solutions.
Visit our International Tax Consultancy section.
Turn your investments into a source of income
If you are ready to shift from building up personal assets to using them to generate income for yourself or your beneficiaries, it may be time to focus on capital preservation.
We provide access to a full range of investment options offering some measure of capital preservation—including structured products. We can also help meet any needs you have for currency diversification with specialty investment funds and certain international private banking solutions.
You may also appreciate the convenience of having all of your investments managed through us. Not only will your portfolio be easier to monitor, but it may be more cost-effective.
Visit our Investment Solutions and International Private Banking sections.
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We can help you preserve your wealth throughout your lifetime and for generations to come. Contact Us
