Wealth & estate planning.
The firm advises private clients, family offices, and the next generation on the structures through which wealth is held, transmitted, and protected across jurisdictions. Engagements typically combine a holding architecture designed for tax and substance, an estate plan calibrated to the family's own circumstances, and protective arrangements for spouses, partners, and children whose situations cross legal regimes.
The firm intervenes at the design stage of each structure rather than after the fact, and remains involved through the structure's full life cycle — amendments to trust deeds, changes in beneficiary circumstances, generational transitions, and the eventual decommissioning when the structure has served its purpose.
Six recurring workstreams.
Trusts and foundations
Discretionary and fixed-interest trusts, private foundations, and related structures, designed for resilience under treaty and substance review.
Succession planning
Coordination of testamentary instruments, lifetime gifts, and trust arrangements across jurisdictions with conflicting forced-heirship regimes.
Family governance
Family charters, council arrangements, and rules of succession to executive roles in family-held holdings, with cross-border enforceability.
Protective arrangements for non-married partners and minor children
Beneficiary designations, life insurance wrappers, life-interest arrangements, and standby powers, designed for situations where statutory protection is limited or uncertain.
Tax-efficient gifting and intra-family transfers
Lifetime structures that reconcile the family's tax position with the donor's intent and the recipient's long-term interest.
Wind-down and migration of legacy structures
Decommissioning of historical trusts and foundations whose purpose has been served, and migration of structures to jurisdictions better suited to current circumstances.
A senior partner leads each engagement.
Each engagement is led directly by a senior partner with sustained experience in private wealth structuring across the firm's working jurisdictions. The partner reads every relevant document personally before any substantive position is taken, and coordinates with notaries, fiduciaries, and tax counsel in the jurisdictions concerned. The firm does not act as trustee, fiduciary, or family-office administrator. It works alongside professionals in those roles, where they are already appointed, or assists in their selection where they are not.