Fiduciary Services
Fiduciary Services
We aim to develop a plan for you. The key questions
What do you want to achieve?
Taking account of all elements of your life questions: What are your professional and business interests?
Any specific wishes?
ax efficiency, in a way that fits your life
Plans for the next generation?
We always seek to reflect the multi-faceted elements of you life – personal, family and corporate interests – in managing your wealth.
We see it as a journey – taking small steps, gradually gaining trust and respect through sound advise and results.
Trust & Fiduciary Services
Control & Preservation of your Wealth
Establishing a clear, legal wealth structuring plan now will allow you to stay in control of your wealth and preserve it for future generations.
Most high net worth families face many complex estate planning challenges, from owning assets in multiple countries to having heirs living permanently abroad. A proper structuring of the legal entities holding the families wealth will allow you to preserve your assets for the long term, while retaining the flexibility and control required to address your evolving needs.
A good wealth structuring plan will also:
Working with insurers to develop custom loss prevention measures, such as fire or theft protection, which take into account your lifestyle
Keep business and family interests confidential, both during and after your lifetime
Create a lasting and cohesive legacy that reflects your goals and values
Map out how much to pass on and when
Address split family issues
Reducing the erosion of wealth by implementing planning techniques designed to minimize taxes
At AB&T, working with you and your advisors, we design and implement international trust or other fiduciary solutions to help you overcome these types of challenges and meet your financial objectives. We have an established and successful history of partnering with prominent professional advisors such as tax specialists and accountants throughout the world, to develop effective solutions for our clients.
We work alongside your third-party providers as well as your own tax or legal advisors to customize a plan which meets your unique needs. This “open architecture” philosophy, which is reflected throughout our organization, allows us to build closer relationships with our clients and offer them the best solutions available.
AB&T offers the following fiduciary solutions
Holding companies to own personal assets such as investments and property. A holding company could help mitigate the income and inheritance taxes that might otherwise be payable if investments were held directly and keep the identity of shareholders private. They can also protect assets from possible seizure in a country in which the shareholder is resident.
International Trust Services
We can structure and administer a range of trusts to meet your needs.
International Companies
Your situation may call for an international company (or companies) in combination with one or more trusts.
Foundations
We can help establish and administer a foundation for charitable, family or private purposes.
Trust Management Services
Establishing inter vivos or testamentary trusts
Acting as trustee or co-trustee to assure reliable trust administration
Serving as corporate trustee of trusts that have direct investments in operating companies, real estate, or other private investments
Administering Estates: Serving as executor, co-executor, orpersonal representative to
Carry out the wishes expressed in your will in a timely, efficient manner
Protect and distribute your assets
Manage taxes
Business Advisory
You understand your business better than anyone else.
Growth can be achieved by exploring different ideas, and receiving different perspectives.
Together with AWM Business Specialist we can work closely to understand your business, and find growth opportunities, and find cost-effective opportunities as well.
Your success becomes our success, and together we can help you achieve your financial goals:
Strategic Acquisitions for business owners
Positioning your business for a future sale
You have spent countless hours, and made many sacrifices to create and ensure the success of your business. Protecting the fruits of your labor is a key component of your business’ success, and together with an AWM Business Specialist you can protect your business by tailoring a plan specific to your business, and your concerns.
Estate Planning
Mufti-generational wealth transfer strategies
Charitable giving strategies - Trustee services estate planning
Creation of private foundations and donor-advised fund
Plain Legacy Transfer
Review Charitable Giving
Review Private Family Foundations - Review Beneficiaries
Business Advisory
Succession Planning – Preparing a path of succession for a smooth and equitable transition of your business interests that considers your goals and provides benefits to owners and partners.
Cross-Purchase Agreement – Cross-selling agreements for business partners
ntity Purchase Agreement
WE HELP FAMILIES TO PROTECT PRIVATE ASSETS AND TO ENSURE CONTINUITY AND PRIVACY.
Our wealth management services include
Private banking
Discretionary investment management
Investment advisory
Mutual funds
Creation and administration of
Trusts
Companies
Foundations
Private trust companies
Business interests
Recognizing that your business interests form an integral part of your wealth
Ensuring our recommendations take this into account
A possible sounding board on business issues