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, 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.