Who We Are
We understand that wealth transfer is never just a financial transaction — it’s a moment of vulnerability, risk, and opportunity. Our role is to provide the liquidity required to navigate this transition smoothly — removing friction, reducing exposure, and ensuring your intentions are executed clearly across borders and generations.
We work exclusively with high-net-worth individuals, families, and their advisors to structure bespoke solutions that ensure liquidity, continuity, and control. These include:
- •Legacy Strategic Fund.
- •Jurisdictionally compliant financing frameworks.
- •Tailored structures for inheritance tax exposure, business succession, long-term wealth preservation and more.
Families trust us to protect what matters most, Their Legacy.
$ 2.3B+
Across key market worldwide
Globally
High-net-worth families and individuals advised
Trust-wrapped
Years securing legacies and wealth transition
10+ Countries
Multi-National protected assets
Family, Offices & Trustees
managing multi-generational wealth with discretion, structure, and cross-border foresight.
High-Net-Worth Individuals
seeking clarity, protection, and confidence in the future of their estate.
Legal Advisors & Law Firms
requiring expert structuring support for international estate and succession planning.
Private Banks & Wealth Managers
enhancing client offerings with bespoke legacy and liquidity solutions.
What we Guard
Estate protection begins with foresight.
01
Liability & Debt Protection
Preserve your heirs’ financial independence:
- Settle debts, personal guarantees, and business liabilities upon death
- Prevent frozen estates or forced refinancing
02
Inheritance Tax Protection
Avoid forced sales and liquidity traps:
- Instant access to tax-free liquidity
- Strategically positioned funds across jurisdictions
- No asset freeze, no fire-sale, no delays
- Safeguard from any regulatory change
03
Equity Buy/Sell Agreement Financing
Assure business continuity by avoiding 2nd generation potential conflicts:
- Provide immediate cash to the surviving partner(s) to buy out the deceased partner's shares.
04
Post-Death Liquidity Gap for Families
When a high-net-worth individual passes away, families often face a severe liquidity gap:
- Immediate liquidity that is not affected by legal formalities or complexities.
05
Charitable legacy funding
Timely, tax-efficient philanthropic giving upon death, without reducing the inheritance value:
- Direct payout to selected charitable entities
- Estate value is preserved for heirs
- •When inheritance tax liabilities threaten your family’s peace of mind.
- •When estates span multiple countries, bringing complexity.
- •When businesses face delicate succession and share buyout decisions.
- •When liquidity is essential to maintain unity during family transitions.