Services Magrat

High net worth individual asset structuring

Asset structuring for capital preservation. We will help structure assets properly to ensure capital preservation of high-net-worth families.

analysis and advice on separation of private and corporate assets to minimise private assets exposure to business risks
analysis with regard to choice of personal tax residency, residence permits, second citizenship etc.
analysis and advice with regard to the source of wealth / source of funds
analysis and choice of an appropriate banking partner for private assets
analysis of structuring options for transfer of assets to future generations
coordination of implementation working with advisors in various jurisdictions

Typically not less than 6 months, depending on the complexity of assets.

Included

analysis and advice on separation of private and corporate assets to minimise private assets exposure to business risks
analysis with regard to choice of personal tax residency, residence permits, second citizenship etc.
analysis and advice with regard to the source of wealth / source of funds
analysis and choice of an appropriate banking partner for private assets
analysis of structuring options for transfer of assets to future generations
coordination of implementation working with advisors in various jurisdictions

Timing

Typically not less than 6 months, depending on the complexity of assets.

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