HOLISTIC WEALTH MANAGEMENT
LOCAL & OFFSHORE INTERGENERATIONAL WEALTH CREATION
ESTATE PLANNING
Local & Offshore
Estate Structuring
Liquidity
Will – Validity
Individual Estate
Trust (Various)
Business Entities / Exposure
RISK MANAGEMENT
Will (Global Where Applicable)
Independent – Specialist
Solutions.
Global Insurance Solutions
(Life).
Short Term and Medical
Insurance Integration.
Employee Benefits
Definition Considerations.
Integration (Non-Standard)
Premium Efficiency
Tax / Estate implications
INVESTMENT STRUCTURING
Needs Matched Strategy
Asset Class Usage (Exposure /
Diversification)
Economic Drivers – Exposure
Asset Manager Blend / Style
Considerations.
Tax Character
Product / Platform Selection
Cost & Fees
ESTATE PLANNING
Integrate Investment
Structuring Fundamentals.
Pre / Post Retirement
Needs Vs Wants
Tax Efficiencies
Product / Platform Selection