What We Do
Tax Minimization & Sheltered Investing
We help structure your business or family organisation to be as tax efficient as possible and to put your tax savings and accumulated wealth towards your family's future.
Retirement &
Estate Planning
Our plans provide a peace of mind. You will know exactly where you will be financially when you retire and that your wealth will pass to your heirs and loved ones in the most tax-efficient manner.
Life Insurance
Strategies
We ensure that you have enough, and the right type of Life Insurance, Disability and Critical Illness coverage to protect your wealth and income.
Wealth Management
"A rising tide lifts all boats, but a good captain will keep you alive during a
storm."
Our advice has kept our clients afloat during the worst economic
downturns and generated above market returns during economic booms.
Philanthropy
True philanthropy targets the root causes of social issues. We help clients develop impactful philanthropic strategies that align with their values, while also offering potential tax benefits for their generosity.
Trust & Foundations
A family trust or foundation can offer extremely impactful tax and generational planning benefits. Our network of trusted Lawyers, Advisors, and Trustees worldwide ensures a smooth and successful process.
Business Incorporation
& Restructuring
Incorporating your business is the first step toward reducing taxes and protecting your personal assets. We can help you create an ownership structure tailored to your goals, maximizing tax benefits and ensuring asset protection.
