You have spent most of your life building wealth to share with your family and other loved ones. Just like you drew on your talents and the help of advisor to create your wealth or your asset, now you must put plans in place to preserve it.

Asset preservation is the foundation for an effective estate plan. Many individuals need to create personal asset protection strategies to deal with creditor claims or estate tax.

The preservation and constructive transfer of wealth are primary components of a successful wealth management plan. While assets can grow over a lifetime, so can the need to consider a variety of products and services to protect wealth for the future. A forward-looking, and integrated, wealth preservation strategy will help ensure a lasting legacy for you and your loved ones. Under the thoughtful guidance of your Financial Advisor/Private Wealth Manager, and with the input of our Wealth Structuring Specialists, you can create a clear vision and take advantage of solutions to safeguard your family assets and protect the future of your wealth.

We recognise the value of advance planning and can work closely with you to understand your short- and long-term objectives and utilise appropriate wealth protection tools to help meet them. With access to trained investment and trust and estate specialists, your Financial Advisor/Private Wealth Manager can provide you with innovative hedging and liquidity strategies and will work with your tax and legal advisors to help you implement smart trust and estate solutions designed to address your unique situation and needs.