Used well, trust and insurance-based structures can protect assets, provide for your family and make succession simpler across borders. Used badly, or sold for the wrong reasons, they can be expensive and inflexible. We help you understand whether a structure genuinely fits your situation, and make sure it is set up for the right reasons.
We look at what you are trying to achieve, whether that is providing quickly for family after a death, protecting assets, or planning succession across jurisdictions, and assess whether a trust or insurance-based structure adds value for you. Where it does, we coordinate with regulated specialists to set it up correctly, and where it does not, we say so rather than sell you something you do not need.
An honest assessment of whether a structure adds value in your situation, before anything is set up.
Structuring assets so they pass on efficiently, with less administrative complexity across jurisdictions.
Protecting assets from unnecessary risk while keeping them accessible for your plans.
Knowing when a structure is being sold for the wrong reasons, and saying so.
Holding assets and beneficiaries across multiple jurisdictions.
Living where local succession rules may not match your intentions, with heirs in other countries.
Weighing a structure and wanting a straight answer on whether it is worth it.
In-depth reading on the areas this service covers.
Book a complimentary consultation to discuss your pensions, investments and cross-border financial planning.
A short call to understand your situation and discuss the planning options available to you.
Complimentary 30-minute consultation
Schedule a Consultation