Services / Wealth Planning

Wealth Planning

Wealth, structured to endure.

Through our network, we help clients access the institutions, professionals and structures that hold, protect and grow wealth across borders: private markets, licensed brokers, regulated custodians and asset-protection structures, coordinated in one place.

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What wealth planning covers

Alternative investment funds

Introductions to fund managers and private-market opportunities through regulated professionals, matched to your profile and mandate.

Brokerage & market access

Introductions to licensed brokers and dealing platforms for global equities, fixed income and multi-asset portfolios.

Custody & safekeeping

Access to regulated custodians for the safekeeping, settlement and administration of securities and other assets across jurisdictions.

International real estate

Introductions to established property advisers and providers for cross-border acquisitions and long-term portfolio holdings.

Asset protection structures

Coordination with licensed professionals on trusts and foundations designed for protection, succession and continuity across generations.

Insight & education

Ongoing perspective on international investment concepts and the wealth infrastructure available to globally mobile clients.

We provide introductions to licensed professionals and regulated institutions. We are not an investment manager, broker or custodian, we do not hold client assets, and we do not provide investment advice. Every engagement is subject to each institution's own due diligence and acceptance, which is never guaranteed.

Who it's for

Built for these profiles.

Globally mobile individuals

Clients whose assets are spread across several currencies, markets and jurisdictions, and who want them coordinated through a single point of contact, held and administered by the right regulated institutions rather than left across a patchwork of disconnected relationships.

Founders after an exit

Entrepreneurs who have realised capital through a sale or liquidity event and want to place, custody and safeguard the proceeds across borders, working alongside the licensed professionals and regulated institutions best suited to hold them.

Families planning succession

Internationally spread families who want to coordinate protective structures such as trusts and foundations with licensed professionals, so that wealth can be preserved and positioned to pass across generations.

Why it matters

Access is the whole game.

For globally mobile clients, wealth rarely sits in one place. It is spread across currencies, markets and jurisdictions, and the institutions best placed to hold and grow it are often reached only through relationships and thresholds that are difficult to access independently. The right fund, custodian or protective structure can be the difference between wealth that is fragmented and wealth that is coherent and resilient. We help clients reach that infrastructure, working alongside licensed professionals and regulated institutions so assets are safeguarded, well administered and positioned for the long term, with clarity at every step.

What you'll typically need

Preparation that earns a fair hearing.

Source-of-wealth and source-of-funds evidence

Regulated custodians, brokers and fund managers typically want to understand how your wealth was built, for example through business proceeds, an exit, or an investment history. Gathering the supporting records early tends to smooth onboarding (general guidance on documentation, not legal, tax or financial advice).

Identity and tax-residency documentation

Each person connected to the assets or structure is generally asked for identity, proof of address and tax-residency details, since institutions confirm these before opening any relationship. This is offered as guidance on what is commonly requested, not as advice.

Existing structure and ownership records

Where a trust, foundation or holding company already holds part of your wealth, licensed professionals and institutions usually review its constitutive documents, beneficial-ownership details and administration records, so having them to hand helps coordination. This is guidance on documentation, not legal or tax advice.

General guidance on documentation, not legal, tax or financial advice; each institution sets its own requirements.

Questions

Wealth Planning, in detail.

Do you manage my money or provide investment advice?

No. We are not an investment manager, broker or custodian, we do not hold client assets, and we do not give investment, legal or tax advice. Our role is to introduce you to licensed professionals and regulated institutions such as fund managers, licensed brokers and regulated custodians, and to coordinate those relationships in one place. Any advice, and every decision, rests with those regulated parties, subject to their own due diligence and acceptance.

Can you help set up a trust or foundation to protect assets?

We coordinate with licensed professionals who establish and administer structures such as trusts and foundations; we do not create, hold or administer them ourselves, and we do not provide legal or tax advice. We help you reach the right specialists, prepare the relationship and keep the structure aligned with your wider banking and planning. The structure itself is arranged and advised on entirely by the licensed professionals involved, subject to their own acceptance.

How are fees for a wealth-planning engagement agreed?

Scope and fees are agreed with you up front, before any work begins, so the terms of an engagement are clear from the outset rather than settled as things progress. What we coordinate is defined in advance: the introductions and your single ongoing point of contact. Any charges levied by the funds, brokers, custodians or licensed professionals we introduce are set by those parties directly.

Let us find the right banking partner for you.