One-on-one family business services
Each family embraces different opportunities and faces unique challenges. We provide one-on-one consultation service to understand the objectives and concerns of your business and family and suggest tailored wealth management solutions most suited to your needs.
How we can help
We can perform a holistic analysis to prepare you for each step of the way, covering the following aspects, to manage the complexity that comes with your family business:
Tax-related considerations
- Tax implications for you
- Tax implications for your next generation and family members
- Residency analysis
- Common Reporting Standard (CRS), Foreign Account Tax Compliance Act (FATCA) and economic substance reporting
Family objectives
- Succession planning
- Asset protection
- Philanthropy
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