Estate and Succession Planning

Understanding your priorities and having a close knowledge of your family and business situation is the entry point to providing the best, bespoke advice. We will work with you to determine the optimal strategy to structure, preserve, grow and bequeath your wealth to your loved ones. Additionally, we also provide solutions to organize and protect your professional business through professional corporate governance frameworks. We are also able to advise on philanthropic opportunities based on your identified causes and areas of interest.

Trusts and Foundations

Some HNW families may choose to establish trusts in order to hold their assets, as these instruments can be extremely useful for asset protection. Trusts can be an effective means of protecting a family’s assets from inside or outside their country of domicile, since the assets are protected by a Trustee. Similarly, Foundations can be used for asset protection, and they are ideal for the pursuance of philanthropic, artistic, scientific, literary, or educational objectives.

Finally, we are experts in offshore asset protection. Our team of professionals will be able to create a customized structure for you to ensure optimal levels of protection, utilizing international treaties and agreements.

Real Estate Financing

We are able to provide and source financing for tailored real estate opportunities on terms far more favourable than traditional banks, including the possibility of below-market mortgage rates from private lenders. Additionally, we are able to assist in sourcing your most ideal real estate acquisitions in any country in the world, and also, to advise on property ownership laws in various jurisdictions.

Fine Art Financing

Increasingly, fine art has become a significant source of financial flexibility. We are able to source for fine art to add to your private collection, while also keeping every piece in your physical possession. We will review your financial picture while trusted third-party experts within our network evaluate and appraise the current market value of your art. We are also able to coordinate with financial institutions and private lenders to address your current liquidity priorities.

Immigration Investment

We understand that HNW members of the Indian Diaspora may wish to acquire one or more foreign nationalities for both business and lifestyle reasons. We are experts in immigration investment, and we will be able to advise you on suitable options including the popular United States EB-5 visa program, which provides a clear pathway to US citizenship. Additionally, we will also be able to advise on optimal pathways to obtaining EU citizenship.

Alternative Investments

Through our networks established over multiple decades of excellence and goodwill, we are able to provide access to off-market alternative investment opportunities in various asset classes including fine art, fine wine, real estate, private equity, venture capital and cryptocurrencies in various countries including the United States and the European Union, as well as emerging markets in Africa, South East Asia, and Latin America.