Private client tax & estate planning


Tax planning and wealth management for wealthy overseas-based private clients may be performed using a variety of methods including:

1. Use of trusts:  for business continuity, succession planning and family governance, asset protection, tax efficiency or confidentiality.

2. Use of Foundations: holding assets for family members, business planning, charitable or philanthropic purposes, preservation of wealth or holding a business asset or a company for a specific purpose.

3. Companies:  as “holding” or family “trading” companies, holding assets, funding, financing projects or as “listing” vehicles.

4.  Administration and family council: to run, maintain the structures and achieve the family objectives.

RKG Consulting can help in various aspects of setting-up, running and advising as close family advisers, the different elements of private client wealth management structures.