Transfer

Transferring wealth between generations: new priorities and old principles

When you’re transferring family wealth you want to keep unwanted liabilities, risk and arguments to a minimum; with philanthropy it’s about making your give-back to society as effective and sustainable as possible, and embracing the ideas of the whole family in the journey to making a difference in the world.

Governance, Risk & Compliance

Trust & Foundation Formation

Legal Entities Formation

Financial Statements & Reporting

Special Purpose Vehicles

Fund Formation

Directorship Services

FATCA & CRS Reporting

Company Secretarial

Advisory & Transaction Support

Family Governance

Philanthropy

Liquidity Planning

Finance, Accounting & Administration

Trust & Foundation Accounting

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Contact Us

Chris Marquis

Managing Director, Global Head of Private Wealth

United Kingdom

+44 20 3872 7325

Sascha Züger

Country Managing Director, Switzerland

Switzerland

+41 44 296 68 70

Simon Morgan

Executive Director for Private Wealth

Jersey

+44 1534 504744

Christine Tan

Managing Director, Head of Private Wealth, Asia

Singapore

+65 6854 8061

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