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trust and foundation strategies

Our team allows you to

  • Achieve multi-generational asset protection against a full range of potential litigation including matrimonial property claims, public liability claims, business claims, financiaal claims.

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  • Avoid the cost of probate process and probate fees, will, executor and estate administration costs.

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  • Avoid administratively heavy and complicated estate management at a very difficult time for the family.

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  • Freeze the future cost of capital gains taxes.

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  • Our carefully vetted partners reduce, manage or eliminate estate and inheritance taxes.

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  • Our carefully vetted partners protect and manage valuable family assets for the benefit of future generations or charities are carefully vetted fiduciary services providers located in the USA, Barbados, Cayman Islands, Bermuda, the Channel Islands and more.

Couple in Nature
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