Estate & Trust Planning

If you are a high net worth individual, you are likely to have accumulated assets in various jurisdictions throughout your lifetime. You may be looking to consolidate your holdings and manage them more effectively now.

In addition, you may be concerned about what will happen on your death, as not having planned ahead could create unnecessary hardship to those closest to you. Estate planning and asset protection allows you to organize and decide how your assets will be distributed and make sure that it is done in a timely and tax effective manner.

Argentum can provide simple solutions or more complicated structures depending on your specific needs. Meeting with an advisor will give you a better understanding of when these types of solutions make sense for you. Waiting until you have amassed your wealth before looking at appropriate holding structures could be detrimental and we recommend considering estate planning and asset protection as you are accumulating your wealth.

Using our experience and knowledge, we can design the right solution to help you and your family meet your personal needs through a wide range of structures, such as offshore and onshore companies, trusts and foundations.

For information and details on how you can learn more about estate planning and asset protection, contact us now and arrange to speak with one of our experienced advisors.

Before meeting one of our advisors, try our What’s Your Net Worth Calculator which will give you a clearer picture of your current assets holdings and your total net asset value.

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