We aim to develop a plan for you. The key questions:
We always seek to reflect the multi-faceted elements of you life – personal, family and corporate interests – in managing your wealth.
We see it as a journey – taking small steps, gradually gaining trust and respect through sound advise and results.
Establishing a clear, legal wealth structuring plan now will allow you to stay in control of your wealth and preserve it for future generations.
Most high net worth families face many complex estate planning challenges, from owning assets in multiple countries to having heirs living permanently abroad. A proper structuring of the legal entities holding the families wealth will allow you to preserve your assets for the long term, while retaining the flexibility and control required to address your evolving needs.
A good wealth structuring plan will also:
At BMG, working with you and your advisors, we design and implement international trust or other fiduciary solutions to help you overcome these types of challenges and meet your financial objectives. We have an established and successful history of partnering with prominent professional advisors such as tax specialists and accountants throughout the world, to develop effective solutions for our clients.
We work alongside your third-party providers as well as your own tax or legal advisors to customize a plan which meets your unique needs. This “open architecture” philosophy, which is reflected throughout our organization, allows us to build closer relationships with our clients and offer them the best solutions available.
We can structure and administer a range of trusts to meet your needs.
Your situation may call for an international company (or companies) in combination with one or more trusts.
We can help establish and administer a foundation for charitable, family or private purposes.
Holding companies to own personal assets such as investments and property. A holding company could help mitigate the income and inheritance taxes that might otherwise be payable if investments were held directly and keep the identity of shareholders private. They can also protect assets from possible seizure in a country in which the shareholder is resident.
You understand your business better than anyone else.
Growth can be achieved by exploring different ideas, and receiving different perspectives.
Together with AWM Business Specialist we can work closely to understand your business, and find growth opportunities, and find cost-effective opportunities as well.
Your success becomes our success, and together we can help you achieve your financial goals:
You have spent countless hours, and made many sacrifices to create and ensure the success of your business. Protecting the fruits of your labor is a key component of your business’ success, and together with an AWM Business Specialist you can protect your business by tailoring a plan specific to your business, and your concerns.