The collective experience of the members of our team in the areas of corporate and fiduciary services, funds and insurance products provide our clients with access to a range of unique and sophisticated estate and wealth planning tools and solutions. Our strategic presence and licensing in key jurisdictions means we can give a balanced view of the most suitable structures. Our independence allows us to work freely with the trusted advisors of high-net worth individuals and family offices without conflict.
Over the past decade, we have established excellent relationships with banks, custodians, brokers, lawyers and auditors. From a cross-border standpoint, we work closely with similar service providers in many jurisdictions.
We purposely remain fully independent and privately owned to achieve our primary objectives: to act in the best interests of our clients and to maintain the highest possible level of service.