Private client services

Among high-net-worth family clients, the growing trend of family members residing in different countries worldwide has brought along globalisation of family wealth. As a result, the design and implementation of a holistic global estate plan for these private clients has become crucial.

A holistic global estate plan can ring-fence your family against all risks and concerns, taking into account the objectives of asset preservation, estate planning, and tax minimisation across your current assets and their structure.

Our team is committed to becoming the trusted adviser for high-net-worth individuals and their families. We aim to maintain long-term relationships with them in support of the sustainable development of their family businesses.

We leverage our global vision and collaborate with professionals in other disciplines to provide comprehensive private wealth management services. Through the use of various legal instruments, such as family governance advisory, trusts, wills, gifts, marriage agreements, guardianship arrangements, philanthropy and life insurance planning, we help our wealthy family clients achieve their goals in estate management and succession planning.

We also advise our clients on how to maintain a good balance between family and business operations so as to minimise legal and compliance-related risks, including advising on compliance, corporate governance, IPO structure, and providing support on mergers and acquisitions.

Our focus

  • Protecting family wealth and the family through asset protection structures.
  • Facilitating the inter-generational transfer of family wealth using the stewardship principle.
  • Preserving and developing the human capital and potential of the family through an appropriate family governance structure and the appropriate family policies.
  • Guiding family members to avoid (to the extent possible) disputes among family members and recourse to courts.

Our team members have extensive experience advising family offices of high-net-worth families on appropriate family structures, charter documents and constitutions, and on the appropriate interaction with the structures owning the family wealth.

Contact us

Otto-Hans Nowak
Senior Consultant
Registered Foreign Lawyer (British Columbia, Canada)
Tel: +[852] 2833 4989

Otto-Hans Nowak

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