Services
Creating, growing and protecting your wealth
Our business model is simple. We help solve business and legal problems for our clients, to protect their assets, to assess their risks and to leverage their positions.
We understanding your larger goal is critical. We also understand drive, motivation and risk.
That’s why we strive to work to understand the vision, endeavour to work to a swift turnaround to increase efficiency and reduce costs to ensure our services work for you.
We also harness the power of our network. With a rich ecosystem of partners, experts and friends – if we can’t help you, we’ll know someone who can.
Your goal is your mission, vision and drive and it’s the bedrock on which we build our objectives.
The Family Office provides a complete, seamless and integrated financial service for Clients who ask the questions: “Who is going to manage my financial affairs when I am no longer involved?” “How do I educate and prepare the next generation?” “How do I protect and grow my capital for generations to come?” The successful transfer of wealth across generations and the prudent ongoing management thereof is a major issue facing many families in UK and internationally.
Family Office Operations
To ensure that the interests of the Family on an inter-generational basis are taken care of, we obtain a thorough understanding of the family as a whole and its individual members. We focus on family involvement, education and guidance by assisting with the decision making of the next generation who will inherit by sharing our specialised wealth knowledge. Cross-Border Family Office becomes the Client’s financial centre of excellence providing the management, administration, reporting, advice, education and compliance for their wealth – completely and seamlessly. Some of our families are self-directed in their investment decisions while others are advised by Cross-Border. The benefits for our Clients are trust, commitment, continuity, economies of scale, efficiencies, expertise, experience, execution and dedication.
Estate Planning
Since we develop a detailed and thorough understanding of our clients’ financial and personal affairs, this knowledge and the information that we hold becomes the source for preparing our clients’ wills and estate plans.
This team approach generates the optimal outcome for the client when the lawyer drafts the will.
Asset protection assistance
As with estate planning, we approach the matter of asset protection similarly whereby our Clients’ assets are protected against potential future claims arising from their businesses, professions, and potentially estranged family members.
We have multiple research sources available both in UK and around the globe to support our high conviction recommendations and advice to our clients. Our many counter-party relationships provide us with fresh insights. Our Clients, who represent a broad spectrum, are a rich source of “on-the-ground” knowledge into the industries in which they operate.
Whether you’re doing business internationally or planning to live outside the UK, our international tax experts can help you save UK and non UK tax.
How you structure your international personal and company affairs can have a massive impact on the tax you pay. We’ll come up with an international tax planning strategy that makes sure you pay the least amount of tax.
We’ve got some of the best international tax people in the business to make sure you’re not only compliant across the globe, but that you and your company save tax in the UK and abroad. Have a chat to us about how we can reduce your worldwide tax costs.
Property is a vital asset class that enhances our global wealth management capability by offering income, security and protection against inflation.
Cross-Border Property Investment enables Clients to take positions in property, both directly and indirectly within and across UK and Internationally.
We provide access to qualified and thoroughly researched residential property investment opportunities as well as commercial, retail and industrial property syndications throughout UK and Internationally.
Cross-Border Property Investment is able to obtain and negotiate finance on your behalf, where applicable, and also to facilitate required legal services in relation to the particular property transaction.
Cross-Border Legal Documentation helps you to address any Legal Documentation matters with business partners, service providers, customers, and counter-parties, key services include, but not limited to:
- Preparation, review, draft, advise and negotiation of legal contracts for execution
- Advise on operational aspects in carrying out your contractual obligations
- Legal contracts management and solutions – including database and date room management
- Overall minimisation of legal and contractual risks and general legal contracts due diligence
