We specialise in the efficient structuring, protection and transferral of wealth.
Our teams of experienced professionals operate in various locations, including Jersey, Luxembourg, 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.
Trusts can be used for a variety of purposes, including asset protection, preservation of family wealth, tax / pension planning, protection of family businesses and charitable purposes.
We offer the creation, management and administration of a full array of trust types. These include:
We have access to trust structures originating in all major offshore jurisdictions. The one chosen will vary depending on which is most suited to the needs of our clients.
We offer a range of company structures, including:
EFG Wealth Solutions provides the directors, officers and company secretary for the company to ensure management and control is retained offshore.
In addition, we maintain full records, books and accounts and ensure that meetings of the board of directors are held and recorded.
A foundation is a tailored hybrid between a trust and a company. There are many similarities, but the key difference to a trust is that a foundation is a separate legal entity in its own right, whereas a trust functions through its trustee. Many jurisdictions, including Jersey, The Bahamas and Panama have enacted specific foundations legislation.
The foundation, run by a nominated council, holds assets in its own name to fulfil the purpose stated in its charter and regulations. EFG Wealth Solutions provides the regulated entity council member, together with management, administration and accounting services.
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 below.
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 info@efgwealthsolutions.com.
44 Esplanade
St Helier - JE1 3FG Jersey
79 Robinson Road
#18-03 - 068897 Singapore
Tel. Phone: +65 6595 4998
Goodman's Bay Corporate Centre
West Bay Street and Sea View Drive
P.O.Box CB 10956 - Nassau
| Name | Language |
|---|---|
| Terms and conditions EFG Wealth Solutions (Jersey) | |
| Terms and conditions EFG Wealth Solutions (Singapore) | |
| Trust and companies fee scales | |
| Privacy Policy EFG Wealth Solutions (Jersey) | |
| Privacy Policy EFG Wealth Solutions (Singapore) Limited | |
| Candidate Privacy Notice EFG Wealth Solutions (Jersey) |
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