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More About The Work We Do

Financial and Wealth Management for all - Frequently Asked QuestionsWe consider ourselves partners in your efforts at wealth creation and preservation for yourself and your family.

As trust management professionals we  work closely with your trusted advisers to build and maintain a program that allows you to make confident, focused investment and wealth management decisions. Our approach to trust management puts your goals first, and our recommendations are disciplined and highly personalized.

Managing financial assets can be a complex and time consuming effort. In today’s changing economic climate, investments must be acted upon quickly and decisively, based on detailed research and analysis.

What we can help you with?

International Structures for Preserving Family Wealth, “Ring Fencing”  Your Assets, Your Company’s Assets,  Family Offices,  Jurisdictional Registration of Yachts and Aircraft, Succession Planning, Free Trade Zone Business Formation, Financial Center Introductions, Defensive Strategies Using Offshore Structures, Incorporating Charitable Giving into your Overall Wealth Management Plan, Opportunities for Clients in Asia, The Middle East and Latin America, Finding Competent  Council for Legal and Tax Planning and Reporting in the  Proper Jurisdictions Pertaining to Pre-Immigration for Persons Moving into or out of Different Countries.


If you wish to discuss your wealth management and protection needs, get in touch with us via our email form or telephone us. The details can be found at our Contact Us page.

Helpful Links

http://www.offshoreinvestment.com  /  a trade publication for those dedicated to the preservation of wealth

http://www.dentresearch.com  /  for a window into the driving forces behind the world’s economies

http://www.cashflowdepot.com  /  for a cache of resources relating to creating income streams through real estate

http://www.luxembourgforfinance.com  /  check out what a major financial center does for the wealth industry

http://www.trustserv.com  /  see what the outlook is in Latin America from our friends in Panama

http://www.advantaira.com  /  a recommended Investor Friendly Self Directed IRA Administrator

www.panamalawyermayralamboglia.com  /  a very capable attorney in Panama

http://www.step.org/knowledge-channels / resources for professional estate & financial planners

http://global-citizen.com/  see what the HNWI’s are doing these days

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