Preserving and protecting your wealth, for generations.
Wealth Planning
Effective wealth structuring is not just about execution. It has to be strategic. In other words, meeting short and medium-term needs is only part of a much bigger picture that maps out your family's long-term aspirations and values.
For these reasons we channel our expertise into structuring your wealth so that your estate is protected now and in the future, while introducing sufficient flexibility to address changing circumstances or unexpected turns of events.
The wealth planning frameworks and structures we devise are always bespoke and tailored to each specific situation. They can be domestic or international solutions, deploying a combination of trusts, foundations, corporate entities and other vehicles. They allow for asset diversification, flexible succession, tax and beneficiary planning. All to protect your long-term financial interests properly and, more importantly, those of your family.
We represent clients in their personal and business matters in order to provide immediate and ongoing legal support. In addition, the team maintains close contact with foreign trustees and bankers, within many offshore and onshore jurisdictions.
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Family wealth planning, trust and estate planning and management, asset protection, wealth transfers and contingency planning.
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Pre-nuptial and matrimonial relationships, post matrimonial agreements and co-habitation agreements.
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Preparation of wills and ancillary documents, probate, revocable and irrevocable trusts and foundations, allocation agreements, the efficient distribution of the estate assets among the relevant heirs.
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With respect to taxes, gifting strategies, trusts, private and public foundations and other charitable planning;
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Our firm specializes in advising and representing individuals in the process of voluntary disclosure in front of the tax authorities. Even though the anonymous track for voluntary disclosure has ended, it is still possible to send voluntary disclosure applications to the ITA and to obtain criminal immunity from prosecution for tax offenses.
We provide guidance to clients prior to submitting such applications and examines all of the possibilities, prepares the applications, represents taxpayers (individuals and companies) in voluntary disclosure procedures at the ITA, submits returns, signs agreements with the ITA and obtains criminal immunity from prosecution for clients. Our firm also provides a variety of legal services relating to local tax planning and international tax planning for the day after the voluntary disclosure.
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Negotiations with the ITA for the receipt of unique tax rulings.
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A unique service provided to trusts and HNWI clients.