Pitfalls

A successful strategy means:

• protective insurance policies;
• correct legal structures;
• appropriate jurisdictions;
• sophisticated banking; and
• specially structured investments.

In addition, policies have to be compliant with the legal and tax requirements of home country or country of tax residency of the client.

(Savvy advises on compliant policies for over 25 countries. We have a broad network of internationally experienced and independent financial and legal specialists.)

One size doesn’t fit all. Your wealth planning solutions should be as unique as your specific situation, preferences and goals.

To develop effective and innovative long-term strategies, the better wealth planning solutions have the following key characteristics.

Security Plan assets are managed by regulated and highly rated international companies.

Flexibility Solutions are designed to adapt as your needs and objectives change over time.

Efficiency Solutions often provide favorable tax and cost benefits.

Liquidity Plans are designed to deliver liquidity precisely when needed.

Clarity Solutions are clear, understandable and supported by contractual agreements.