Rathbone Brothers Plc - Rathbones - Established 1742

Services

Structuring Wealth

Many clients wish to create structures that will help safeguard their wealth from threats, both external and internal.

Typically these threats include:

  • taxation in lifetime and on death, on income and on capital;
  • the risk of business failure or the costs of litigation;
  • the dissipation of wealth by family members;
  • the corrosive effect of dispute within the family.

The purpose of asset protection is to create a structure that will protect as far as possible against these dangers and which will give the greatest level of security possible for now and for the future. If value is to be preserved and enhanced in the longer-term, there will be a clear need for professional administration and the recruitment and retention of expert advice in investment allocation, the choice of investment manager and the monitoring of performance.

Rathbone Trust International has a wealth of experience in putting together tailored solutions that address all of these concerns, ranging from simple discretionary trusts or foundations within one jurisdiction to more complex arrangements across several jurisdictions. The availability in-house of companies and company administration from the BVI, civil law expertise in Geneva and trust law expertise in Jersey and Singapore, coupled with the availability of banking internationally through our network of contacts, makes us well-fitted for this work, as does our substance, being part of Rathbone Brothers Plc.

As with all other services perhaps the key element is that of professionalism and experience which enables us to ensure we understand the nature of the clients' concerns and objectives so that we can plan and implement accordingly.