Family & Private Wealth Management
UP has provided thousands of high net-worth individuals with bespoke solutions that keep their assets secure. As a high net-worth client making use of our services, you are assured absolute peace of mind that our services are delivered in full cognisance of national and international laws, cultures and traditions. Our team is able to provide acuity for extended families; manage multiple, complex, cross border assets; navigate tax and regulatory issues; and facilitate effective investment of assets.
We offer a wide range of wealth management services:
- Advice on suitable forms and jurisdictions for trust
- Establishing various types of trusts including discretionary, reserve power and testamentary and charitable trust
- Establishing private trust companies (i.e. limited private companies whose shares are held by the trustee)
- Estate and intergenerational planning
ASSET STRUCTURING UTILISING TRUSTS & FOUNDATIONS:
A fiduciary structure helps to preserve wealth and offers a great deal of flexibility over the management and distribution of your assets.