Disclaimer

Please read this disclaimer together with our Terms of Use.

General information only

The content of this website is general information. It does not take account of any person’s circumstances and is not advice.

Illustrative examples

Examples on this website, including the $200M wealth-and-liquidity example and every scenario on the problem pages, are illustrative. They are not client cases and do not represent every family.

No guarantees

Strategies described as “intended to” or “designed to” achieve an outcome depend on individual circumstances, the terms of the instruments used, their implementation and future events. Outcomes are not guaranteed.

Jurisdictions

Succession, inheritance and tax rules vary between countries and change over time. Check the publication and review dates of Knowledge Hub content and take local advice.

No endorsement

References to types of institutions or advisers, such as family offices, trustees, lawyers, tax advisers or private banks, do not imply any partnership with or endorsement by any particular firm.

Our role

Riches & Guards does not provide legal or tax advice and works alongside the family’s own advisers.