EFG Wealth Solutions is a specialist wealth structuring team at the heart of EFG’s private banking service. We specialise in the efficient structuring, protection and transferral of wealth.
Our teams of experienced professionals operate in various locations, including Jersey, Luxembourg, Miami, Cayman Islands, The Bahamas and Singapore. Working alongside you, your Client Relationship Officer and any tax or legal professionals, they craft bespoke solutions to protect your assets and facilitate the efficient transfer of wealth between generations.
Our wealth planners make full use of a range of structures – including trusts, foundations and companies - as well as tax-efficient wrappers. Our structures may hold a variety of asset classes including cash and quoted investments, shares in private companies, real-estate, artwork, yachts and aircraft. We can also hold intangible assets such as intellectual property and image rights. In addition, we have an in-house trust capability that encompasses major jurisdictions. In certain circumstances, we will also draw on a network of external specialists.
EFG Wealth Solutions embraces jurisdictional and product diversity, and the scope of our business ranges from holding structures to complex multi-structural family arrangements. However, we are always clear that our recommended wealth structuring solution must fit with your life, and be flexible enough to accommodate your changing circumstances.
Our fiduciary specialists make use of a wide range of legitimate wealth planning tools to structure assets. These fall into three main categories: trusts, companies and foundations. These are described below.
We also offer innovative solutions through our fund services team as alternatives to the wealth planning structures described above.
Our wealth structuring specialists are highly experienced, technically proficient professionals. They also have strong relationship skills, and always seek to be pragmatic and solution-driven.
While used to dealing with complex, cross-border considerations, they strive to keep things simple for you. Working in partnership with your Client Relationship Officers, they make sure the finances fit the life.
We would be delighted to discuss your wealth structuring requirements with you. To find out more, talk to your Client Relationship Officer or see our contact details opposite.
EFG Wealth Solutions is active in a number of locations worldwide. Addresses and contact numbers are given below, but for general enquiries we recommend that you send an email to us centrally at firstname.lastname@example.org
P. O. Box 641
1 Seaton Place
St Helier, Jersey JE4 8YJ
Tel: +44 1534 605 600
Fax: +44 1534 605 605
25 North Bridge Road
#07-00 EFG Bank Building
Tel: +65 6595 4998
Fax: +65 6595 4995
Centre of Commerce, 2nd Floor
1, Bay Street
P.O. Box SS 6289
Tel: +1 242 502 5400
Fax: +1 242 502 5428
Suite 3208, 45 Market Street
P.O. Box 10360
Grand Cayman KY1-1003, Cayman Islands
Tel: +1 345 943 3350
Fax: +1 345 943 3351