Life is full of changes – some expected and some not. We protect personal and family wealth, with the needs of future generations always in mind.

WEALTH CREATION

We efficiently review your global assets to give you clarity and save time, working with you, your loved ones and your associates.

We can help by:

  • Reviewing your current assets, separating or consolidating them as appropriate, enabling you to lay the foundations of your estate.
  • Optimising your holding structures, taking into account the jurisdictional spread and type of assets held to ensure the most appropriate structure for your family.
  • Relieving the administrative burden of managing the assets, so that you can continue to focus on your business, family or passion projects.

When it comes to preparing for business sale or float, we can help by:

  • Ensuring optimal personal structuring and succession planning is in place for key shareholders before and after your liquidity event.
  • Supporting trust and foundation structuring to ensure tax and legal compliance.
  • Providing access to a network of carefully vetted professional intermediaries and advisors.
WEALTH PROTECTION

Our service tailors the structuring of your assets to suit your individual needs.

We can help by:

  • Facilitating ring-fencing according to asset type and jurisdictions by using separate entities.
  • Separating business interests from personal interests.
  • Allowing for different levels of control and management where appropriate.
  • Providing platforms for preservation.
  • Making sure all your assets are invested responsibly, enabling diversification and re-investment where appropriate.
SUCCESSION PLANNING

The most important people in your life need to be looked after – both now and in the future. We build structures that allow capital growth and income generation to be applied according to your wishes.

We can help by:

  • When navigating marriages and divorces, working with you to establish structural provisions that allow you to plan for potential changes in key relationships with minimal disruption to the daily administration of assets during potentially challenging or emotional circumstances.
  • When preparing the next generation, working with families to educate, advise and nurture a sense of responsibility towards the preservation and application of wealth. This offers the reassurance of continued protection from potential misuse or misapplication of assets by future generations.
GROWING THE FAMILY

We create structures that are as unique as your family and provide solutions to manage your financial and non-financial assets through multi-generational planning.

We can help by empowering responsible ambition in the next generation. We manage their goals and aspirations alongside your own making sure realistic future plans are firmly in place.

ENJOYMENT AND PHILANTHROPY

We can assist you in acquiring and managing your luxury assets - from sourcing a particular artwork to hiring the crew for your yacht.

You want to be free to enjoy your lifestyle, safe in the knowledge that your assets are protected and well managed. Let us do it for you.

Making philanthropy effective

Responsible ambition and purpose are at the heart of our ethos, and families are increasingly driven by facilitating positive change. We listen to your philanthropic goals, considering your family values, social responsibilities and ethical choices. We find the appropriate structures to establish effective long-term impact.

 

 

Anne Baggesen

MANAGING DIRECTOR OF PRIVATE WEALTH


To learn how we can enhance your business, contact Anne:

T: +44 1624 683283
E: anne.baggesen@suntera.com

See Anne’s profile