Preserving and growing your personal and business wealth.

Our specialist Family Business Wealth team creates and administers services that provide for private clients and their extended families, manage multiple and complex cross-border assets, navigate tax and regulatory issues, and plan for estate and business succession.

When you are entrusting your personal or business assets to someone, do you really want the uncertainty and inconvenience of multiple providers across several jurisdictions? FSC Tax & Legal’s Family Business Wealth team can provide you with a single point of contact, backed by a vast global network with years of experience in administering assets of diverse types and structures.

If you want your personal and business affairs centred in a location that works best for you, with advisors on-hand who can respond to your needs quickly and proficiently, then we are here to help.

By working with FSC Tax & Legal, not only do you have access to our experienced teams and our network but you will also benefit from our unrivalled local knowledge. Our local experts – all of whom are part of our global, independent and wholly-owned group – understand the intricacies and challenges involved in providing effective family business wealth solutions. They can quickly advise when there are changes in legislation which will impact the assets entrusted to us, and help you to plan your next steps.

What we can do to help
We make it our priority to understand your current circumstances and future aspirations. With the help of our tax and legal team, we can devise, and then present, the best options and strategic courses available to you. Our Family Business Wealth team creates and administers solutions that will provide for extended families; manage multiple, complex cross-border assets; navigate tax and regulatory issues compliantly; provide for estate and business succession planning; and facilitate effective investments now and for the future.

Our solutions include:

Consolidation of assets
Portfolio performance monitoring through regular review and reporting
Management of lifestyle assets such as yachts, planes and art
Estate planning for future generations
Succession planning that minimizes business continuity costs
Risk management by limiting personal liability and taking advantage of favorable legislative regimes in various jurisdictions
Discussing, facilitating and executing compliant international taxation planning
Philanthropy by facilitating the ability to donate money or goods to support a charitable cause
Investment portfolio monitoring services
Be able to oversee your investments and get insights on its performance so you can take educated decisions.

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Estate and inheritance planning
Whether you are considering wealth transfer through estate planning or securing the process around your inheritance, our family business wealth team is here to help.

Family business ownership and succession planning
We can make arrangements for the retention and management of a family business.

Trustee services
Our qualified trustees can help ensure your assets are preserved, protected and transferred as you intend.

Local governance services
FSC Group provides governance services to make sure the companies you own stay compliant with, among others, Common Reporting Standard (CRS), Foreign Account Tax Compliance Act (FATCA), Know Your Customer (KYC), CbCr notification, Master File / Local File and Ultimate Beneficial Owner (UBO) register.

Interested in our Family Business Wealth solutions or have any questions?

Please fill in our ‘Make an enquiry’ form today, with details of your request and we’ll get in touch with you to provide more details.