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 I am a private client

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Our services include:

  • Income tax planning
  • Establishing a family office and investment vehicles
  • Philanthropy – charitable planning
  • Company formations
  • Regulatory compliance
  • Migration advisory
  • Day-to-day operational needs of the family office (including book keeping, payroll, fund administration, tax management etc.)
  • Investment sourcing
  • Due diligence on investments
  • Cash flow forecasts and projections

Wealth planning is personal.

Goals are a reflection of who you are and what you desire for yourself, your family and the world. However, in the complicated tax and regulatory context, accomplishing these goals without the correct counsel can be difficult.

We have a team of cross-functional professionals ranging from business advisors, legal professionals, tax professionals, corporate finance professionals, fund administrators/accountants, and company/trust secretaries who will be here to help you achieve your goals, enhance, and protect what is most important to you, from individual tax planning to wealth transfer planning and philanthropic objectives.

We are here to provide a fresh perspective. Ready to work with us?