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Our Solution
the strategic legacy fund
At Riches & Guards, we protect and transfer wealth smoothly across generations and borders.
how it works
Here are just a few examples of how our legacy planning services have helped families and advisors around the world.
immediate liquidity
regulatory risk elimination
streamlined administration
custom scenarios
trust-wrapped insurance
Discretionary or irrevocable trusts
nominee structure
Minimize public registry exposure
jurisdictional compliance
Works in civil/common law contexts
controlled distributions
Fully auditable and predefined
Here are just a few examples of how our legacy planning services have helped families and advisors around the world.
Inheritance Tax Liquidity in High-Tax Jurisdictions
France (45%) and UK (40%) exposure solved through Strategic Fund liquidity—no asset sale required.
Inheritance Tax Liquidity in High-Tax Jurisdictions
Shielding Heirs from Liabilities
Business loans, personal guarantees, and creditor claims settled instantly via trust- based payout.
Shielding Heirs from Liabilities
Buy/Sell Agreements for Business Partners
Seamless share buyout for surviving partners, preserving business continuity and family equity.
Buy/Sell Agreements for Business Partners
Discreet Second Family Provisioning
Off-balance sheet wealth distribution to second spouses or children, confidential and conflict-free.
Discreet Second Family Provisioning
Philanthropic Legacy Execution
Tax-efficient charitable gifting at death without impacting estate inheritance.
Philanthropic Legacy Execution
Closing the Post-Death Liquidity Gap
Coverage during the 1–3 year estate freeze, preserving value, control, and decision timing.
Closing the Post-Death Liquidity Gap
Your journey
01. Discovery & Assessment
We begin with a confidential session to understand your family structure, financial intent, jurisdictional exposures, and liquidity needs.
01. Discovery & Assessment
We begin with a confidential session to understand your family structure, financial intent, jurisdictional exposures, and liquidity needs.