Wealth Planning & Offshore Solutions

Organized wealth.
Continuity across generations.

International wealth structuring, succession planning and coordination of professionals and institutions across relevant jurisdictions.

Who we serve

For families and entrepreneurs with wealth, structures or banking relationships in more than one jurisdiction who need to organize ownership, plan succession and coordinate their advisers.

Structure and plan

A perspective beyond the portfolio.

International structures

Coordination of wealth-holding and corporate vehicles, corporate documentation and ownership arrangements across jurisdictions.

Wealth and succession

Planning for wealth continuity and intergenerational transfer in coordination with qualified professionals.

Governance and documentation

Organization of corporate records, documents and ongoing structure-maintenance obligations.

Coordinate and monitor

Connecting professionals and institutions.

Banking relationships

Documentation support and coordination of account-opening processes with financial institutions. Approval is subject to each institution’s criteria.

Accounting and reporting support

Organization of banking and investment records, accounting support and tax-reporting coordination with qualified professionals.

Fiduciary coordination

Coordination with providers, advisers and institutions according to the agreed scope and the family’s needs.

Legal, tax and accounting matters may require coordination with qualified professionals in the relevant jurisdictions. Tax, banking or regulatory outcomes are not guaranteed.

How we work

  1. Map the wealth

    Structures, ownership and the family’s needs.

  2. Define and coordinate

    Scope of work and coordination with the professionals involved.

  3. Maintain oversight

    Documentation and maintenance of structures within the agreed scope.

Contact

Speak with ABARK.

We start with the family’s circumstances and guide the conversation toward the appropriate solution.