For direct clients:

• Objective review of existing wealth structure from a regulatory and tax compliance perspective

• Development of intergenerational succession planning solutions aiming to protect, manage and regulate the succession of family wealth. 

• Insurance planning (private placement life insurance, universal life insurance, variable life insurance) either stand alone or in combination with other structures, such as trusts or funds. 

• Relocation support including pre-immigration planning to Switzerland, Spain, Monaco, Malta and other selected jurisdictions

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For wealth planning advisors:

• Pre-immigration planning support 

• Planning tools for U.S. persons/US beneficiaries or clients with investments in the U.S.

• Liability/Liquidity management solutions