Infinite Dynasty Famos

To ensure the family’s wealth transfer plan is well-coordinated and optimized for its legacy, family offices work collaboratively with a team of advisors from each of the necessary disciplines. 

Your life is international. That means your finances are, too. If you have family members and assets in more than one country, we can make your complicated financial life easier—and provide an extended, global network to support you.  

It all depends on what you want, what suits you more, where you’re most comfortable. But when you compare foundations to trusts, foundations can cost little, have fewer rules and regulations, and more tax benefits. Many popular charity entities have been founded as either foundations or trusts, and both of them provide assets, like security, for instance, along with protection and wealth preservations.

Estate and succession planning are two related but distinct processes that help individuals and business owners plan for the future. Estate planning is focused on how your personal wealth will be distributed and managed after you’re gone, while succession planning helps business owners or leaders plan for the transition when they leave the business. Both processes allow the opportunity to carry out your wishes for your assets and your legacy.

Wealth Structuring is an all-encompassing plan that impacts you, your family, your businesses, and your assets. In short, it provides a platform that protects your wealth allowing for its continued growth. Your structure will ensure that your wealth is passed to your heirs in a tax efficient manner in accordance with your wishes.

The term “Wealth Structuring” is not yet common parlance. But High-Net-Worth-Individuals (HNWIs) are very familiar with its overall goals and the mechanisms used to achieve them. Wealth Structuring is an all-encompassing plan that impacts you, your family, your businesses, and your assets.