'Private Clients'

'Wealth Management'

Estate Planning

Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life, in the event the person becomes incapacitated and after death. The planning includes the bequest of assets to heirs and may include minimizing gift, estate, generation skipping transfer, and taxes.  Estate planning includes planning for incapacity as well as a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing taxes and other expenses. The ultimate goal of estate planning can only be determined by the specific goals of the estate owner and may be as simple or complex as the owner’s wishes and needs directs. Guardians are often designated for minor children and beneficiaries in incapacity.

Yacht Registration & Management

Owning a yacht gives you the possibility of making your dreams a reality. Indeed, owning a yacht allows for so much more: quality time with family and friends, tranquillity, or possibly an exclusive playground or unrivalled status.

Aircraft Registration & Management

The ultra-wealthy enjoy a lifestyle which calls for extensive domestic and international travel

Ultra High Net Worth (‘UHNW’) individuals are the main players in the world’s private aviation market. While some frequently use commercial airlines, others may choose to charter private planes or have fractional ownership plans. However, for a portion of the UHNW population and their businesses, outright ownership, whether in their name or through their corporation, is an efficient and cost-effective solution to their increasingly busy schedule across multiple countries and time zones.

Trusts & Foundations

Horizon, can offer access to 5,000 experienced professionals working out of 85 offices in over 45 Jurisdictions, with many year’s experience forming trusts and foundations nad delivering ongoing support to maintain them.

Family Office

Family Investment Companies are a tax-efficient way to retain control over assets and pass them to the next generation.

We have helped with the incorporation and legal structuring of a number of family investment companies (FIC) recently. It is worth considering them as part of a strategy for inheritance, succession, and wealth planning.

Take the example of parents who want to pass wealth to their young children but do not want the children to have access to money at a young age. Trusts are often the natural choice. However, the law around them can be complex and they are not always tax efficient. Most business people will be familiar with the concept of a limited liability company and how it operates – this is one of the main attractions of a family investment company. A further attraction is the degree of flexibility they provide – they can be fine-tuned to a family’s particular circumstances or requirements.

Family Office

Family Investment Companies are a tax-efficient way to retain control over assets and pass them to the next generation.

We have helped with the incorporation and legal structuring of a number of family investment companies (FIC) recently. It is worth considering them as part of a strategy for inheritance, succession, and wealth planning.

Take the example of parents who want to pass wealth to their young children but do not want the children to have access to money at a young age. Trusts are often the natural choice. However, the law around them can be complex and they are not always tax efficient. Most business people will be familiar with the concept of a limited liability company and how it operates – this is one of the main attractions of a family investment company. A further attraction is the degree of flexibility they provide – they can be fine-tuned to a family’s particular circumstances or requirements.