Fund Structuring

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Build capital with conscience - structure for scale, integrity, and impact

Whether you're launching a philanthropic fund, investment vehicle, or community-backed initiative, this service helps you design a fund structure that’s legally sound, tax-efficient, and aligned with your mission.

We support you in:

  • Choosing the right fund vehicle — from charitable trusts to corporate entities, tailored to your jurisdictional needs
  • Drafting core documentation — including fund rules, governance protocols, and investor agreements
  • Embedding ethical oversight — with compliance frameworks that reflect AML, KYC, and ESG principles
  • Optimising cross-border tax outcomes — balancing reliefs, reporting obligations, and transparency
  • Designing inclusive governance — ensuring stakeholder voices are heard and decisions are documented

Ideal for founders, charities, and impact-driven investors seeking to pool resources with purpose and precision.

 

🏛️ Family Office Structuring

Legacy with leadership — structure your family’s future with clarity and care

Create a bespoke family office framework that harmonises ownership, succession, and governance across generations and borders. This service supports families in managing wealth, businesses, and philanthropic goals with strategic foresight and ethical clarity.

We help you:

  • Establish the right legal structure — from holding companies to trusts, tailored to your family’s footprint
  • Design governance systems — that respect generational input, protect assets, and promote stewardship
  • Integrate tax and succession planning — ensuring continuity, compliance, and cross-border resilience
  • Embed values into operations — through ethical investment policies, charitable giving strategies, and record-keeping protocols
  • Support onboarding and education — for family members, trustees, and advisors

Ideal for families seeking to preserve wealth, empower future generations, and lead with purpose.

Expert-Guided Estate Planning, Made Simple

Select your product, add to cart, and let our expert team guide you every step of the way

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Key benefits of Estate Planning

Protect Beneficiaries

Provide financial security for loved ones

Reduce Taxes

Minimise inheritance and capital gains taxes

Prepare for Incapacity

Ensure decisions are made by trusted people

Avoid Probate

Streamline the transfer of assets to heirs

Control Asset Distribution

Decide who inherits what and when

Protect Your Assets

Safeguard wealth for future generations

Plan for Care Costs

Protect assets from care home fees

Preserve Family Wealth

Prevent wealth from being eroded over time

Gain Peace of Mind

Reduce family disputes and secure your wishes

Estate planning ensures your assets are protected, your wishes are honoured, and your loved ones are cared for.

Other Products

We offer a range of specialised services tailored to your estate planning, tax, and trust needs.