Our team specializes in assisting high net-worth clients with their private wealth management, estate planning, family business succession planning and tax planning. Our expertise covers the areas of business succession planning, charitable giving, family and matrimonial law, integrated tax, trusts, wealth planning and preservation, wills, estates and probate.

We act for institutional trustees and private banks as well as provide independent legal advice to settlors and beneficiaries. We regularly advise individuals and families on the establishment of family trusts and charitable trusts and foundations. We also regularly advise clients with multi-jurisdictional assets and complex trust arrangements in the preparation of their wills and trust agreements, whether they have modest assets located only in one jurisdiction or substantial assets situated all over the world. We provide advisory services on succession planning according to the family and financial needs of clients. We also represent estates of a deceased or of incompetent parties whether in contentious or non-contentious matters or to obtain probate and administration in multiple jurisdictions.
We recognize that high net worth clients have unique needs that require an integrated approach. To meet our clients’ needs, we integrate other areas of law in our advice including:
  • multi-jurisdictional tax planning
  • pre-marital planning (multijurisdictional)
  • divorce (multijurisdictional)
  • asset preservation
  • trust and foundation governance
  • family governance
  • philanthropy
  • securities compliance
  • corporate governance
  • cross-border private investments



For further information on this area, please contact: