ASSETS AND WEALTH MANAGEMENT
Wealth structuring for effective management and lasting legacy
Comprehensive solutions for assets protection and growth
PORT ROSS team includes legal, tax, financial, and investment professionals with extensive experience working with private clients and wealth structuring issues. We provide comprehensive wealth protection advice and establish a family governance framework. In doing so, we ensure both routine and strategic decisions are consistent with the family’s agreed-upon goals and compliant with the law. We also design and implement succession planning solutions for families.
To preserve and grow wealth, we:
- Analyze current assets and structures, and discuss the client’s plans and investment objectives
- Develop long-term plans for wealth management and preservation
- Advise on legal, tax, and administrative issues related to personal ownership structures (discretionary trusts, private foundations, closed-ended investment funds, etc.)
- Assist in the creation of ownership structures
- Monitor changes in legislation to ensure the legal and tax compliance of the client and their family, as well as the client's corporate structure
- Assist in the appropriate structuring of transactions involving liquid assets, luxury items, art, real estate, yachts and aircraft worldwide
- Assist in the administration of structures
HEALTH CHECK OF STRUCTURES
We also conduct health checks of existing structures established for asset protection and succession planning purposes. We review multi-jurisdictional asset structures, transactional and operational tax issues, and advise on necessary changes. We propose and implement changes to structures, amend relevant documents and assist in the selection of providers such as trustees, directors and jurisdictions (if required).
We also conduct health checks of existing structures established for asset protection and succession planning purposes. We review multi-jurisdictional asset structures, transactional and operational tax issues, and advise on necessary changes. We propose and implement changes to structures, amend relevant documents and assist in the selection of providers such as trustees, directors and jurisdictions (if required).
PORT ROSS has been ranked by Chambers High Net Worth 2021 as one of the world's leading HNW professionals
We use global best practices and engage trusted partners
HOW WE WORK
We offer an integrated approach
We provide turnkey solutions
We act solely in our clients' best interest
Our team speaks Russian, Ukrainian, English, French, Spanish, German, Turkish and Greek
PORT ROSS professionals are members of the Society of Trust and Estate Practitioners
Recommended Publications
