If you are looking to extend the range of services you are able to offer your clients or simply want to provide value add then speak to our best financial advisors. Our “Professional Services” Division is able to offer clients of lawyers, accountants and tax advisers or any other professional firm for that matter including real estate agents, lenders, recruiters, foreign exchange and relocation specialists a full bespoke wealth management offering.
We are also interested in developing relationships with professional third parties who can help deliver ancillary services to our own clients. If you are interested in developing a mutually beneficial business relationship to improve your and our client services get in touch with us today.
We are able to offer via an extensive intermediary network:
Offshore companies, trusts and foundations
Will writing and Powers of Attorney services
Foreign Exchange and International Payments
Custodian and Private Banking services
Lawyers and Conveyancing services
Specialist tax advice
To speak directly to a trusted adviser about your financial planning and wealth management needs or for further information Tel: +350 200 50982 or email firstname.lastname@example.org.