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Tax & Legal Advisory

Tax, in particular, has become a much more important issue for family offices in recent years and as such has assumed a more important part of the functions of a family office. Legal matters are also important. We work with a panel of law firms, accountants and tax experts around the globe to advise our clients.

These professionals assist with a wide variety of matters including:
  • Constructing a tax plan to best suit the family
  • Design investment and estate planning strategies that take into account both investment and non-investment income sources and their tax implications
  • Ensuring our clients are tax compliant and tax efficient 
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