Private & Family Office
In this area, our firm offers an approach focused on protecting the client’s interests, with careful assessment of risk profiles. We provide consulting on personal investment planning, monitoring their performance, and offering solutions for implementing generational transfer plans. We recommend separating family assets from business assets to preserve wealth for future generations.
Specific activities we provide:
- Assistance in the creation and management of holding companies
- Assistance in establishing trusts and other asset protection structures
- Planning generational transfers of corporate ownership
- Wealth protection and estate planning
- Trusts and fiduciary services
- Donations and inheritances
For further information and insights, please contact us by filling out the form below.
