Wealth Planning Services
The mobility of both individuals and capital has increased significantly in recent years. Cross-border transactions, international consolidation of assets and the protection of wealth have all become essential features of the financial service industry.
Moreover, frequent changes in domestic and international regulations provide further challenges to clients, particularly those with a wide, diverse range of assets, located in multiple geographic locations.
As a result, a holistic approach to wealth planning is becoming increasingly important.
Marcuard Trust advises clients across the whole spectrum of Wealth Planning services, including:
Advisory with regard to (tax) efficient
and compliant holding and/or investment structures
Implementation of corporate and fund structures
Advisory regarding estate and inheritance planning
Family Office Administration
Consolidation of Assets
Bookkeeping and financial Reporting