Document Certification

Document Certification
Dotting the i’s and crossing the t’s.

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Dotting the i’s and crossing the t’s.

A Helping Hand

Do you need to have a passport or a proof of address copy certified for a financial institution or international life office? If you find yourself for any reason without local admin support from your previous financial advisor and are looking to make changes to your existing international accounts but are struggling with the documentation requirements, we can help.

Team Argentum

At Argentum Wealth, we have a Client Servicing Team that can support all the administrative requirements for your existing international accounts. Contact us to talk to an advisor and learn more.

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Frequently Asked Questions

Do I need a will or a trust?

In many ways a trust acts in the same way as a will, however it is very difficult to successfully contest the wishes expressed in a trust when the creator of the trust passes away. Depending on your circumstances and accounts there are simple trusts which can be set up for you whatever the value of your holdings.

When should I start thinking about estate planning?

People need to start thinking about estate planning when they have dependents that rely on them financially. The more assets and wealth you accumulate, the more important this becomes. If you are a high net worth individual with dependents, this should be an integral part of your overall financial planning strategy.

Can I consolidate my international assets through a company?

Yes you can, although this only makes sense for clients whose assets are valued in excess of a million dollars. These are structures that would be ideal for high net worth individuals. We can advise and design structures for you depending on your personal circumstances.