Protection

These instruments are used to preserve and manage family assets and wealth, in order to be of benefit for the heirs and their future.

Trusts are administered according to fiduciary principles and offer great financial and tax advantages for individuals who seek to change their residency and citizenship, hence our role in supporting them with services for the constitution and management of such instruments.

The conceptual basis of a foundation is very much akin to a trust, though in this case the assets are administered by a council in accordance with a constitution and contractual principles.

The perks of a foundation are several, especially for global citizens, and we help make the most of these perks: especially in terms of tax advantages, estate planning benefits, and avoidance of lengthy probate procedures.

With this term we refer to all the assets accumulated by individuals throughout their life.

Personal heritage is the sum of a person’s most precious possessions and, as such, it must be carefully managed and protected.

So, we provide these individuals with full support in terms of succession planning and heritage management, to guarantee them and their heirs a safe handling of the assets.