What we do
What we do

Wealth solutions for life in a complex world

Tailored wealth solutions designed for control and flexibility

Wealth planning 

We structure flexible and effective wealth plans tailored around individuals and their families. These are as efficient as they are secure and let clients enjoy the peace of mind of knowing their wealth will be transferred as they wish.

Cross-border portability 

Our deep technical knowledge across multiple jurisdictions means we can manage issues that arise in different countries, helping clients to benefit from the long-term advantages of their global lifestyles.

Non-traditional assets

We understand how to value non-traditional assets, such as real estate and private equity, and how to integrate them into our solutions however diverse the portfolio. This means clients have a clearer overview of their wider portfolio, and the family stands to reap greater rewards in the future.

Institutional solutions

Our institutional practice caters to U.S. tax exempt organizations including: foundations, endowments and pension plans both public and private. We work with these organizations and their consultants to structurally align certain inefficient investment strategies to more effectively support the overall goals of the organization.

We assist sovereign wealth plans, governments and instrumentalities so that they may structure more efficient investment returns for their unique situations.

Administration solutions

Our U.S. operation provides exceptional insurance administration services and support for banks, corporations and insurance companies.

We administer Bank-Owned Life Insurance (BOLI) programs, Corporate-Owned Life Insurance (COLI) programs and Insurance Company Owned Life Insurance (ICOLI) programs for some of the largest and most well-known financial institutions in the country.

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