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Private Wealth and Fund Management

High net worth individuals, business owners and family groups often face challenges and difficult decisions that affect not only the success of their businesses, but also their personal goals. Whatever the end goal is (for example, public listing, entry into new markets, asset protection, protecting and extending their legacies), it is imperative to respond accordingly to evolving market conditions, new legislations and address the potential tax consequences before they arise. Our team of dedicated private wealth tax specialists work closely with clients to address the ever changing tax landscape in varied matters regarding estates, trusts or private foundations and other philanthropic activities and to help with the development and implementation of an estate plan customised to the needs of the client.

• Advice on tax-efficient structuring of investments via the various types of legal structures
• Advice on the applicability of tax incentives and/or regulatory licenses and assistance on their application
• Advice on tax issues concerning trusts, funds and fund management companies
• Assisting in the preparation and filing of tax returns for trustees, business owners and/or family members

 

Contact us for a discussion: 

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