GLOBAL FIDUCIARY PARTNER ALLIANCE
Our clients
Entrepreneurs,- seeking flexible, tax-effective long-term ownership transition strategies
Individuals and families seeking an effective intergenerational wealth preservation strategy
Lawyers seeking unbiased intergenerational wealth preservation solutions and responsible implementation of the legal structure
CPA’s seeking independent advice on best of class services providers for investments, trusts, philanthropy, insurance etc.
Family office managers seeking best of class alternative wealth preservation strategies and the best service providers
Insurance specialists seeking independent advice on integrating insurance solutions into the intergenerational Wealth Preservation strategy
Business brokers/ merger and acquisition firms seeking to augment future company acquisition and divestiture plans with an intergenerational wealth preservation structure
Luxury goods providers seeking a way to pass along the benefits of their offering to multiple generations (art, aircraft, yachts, jewelry, automobiles…)