Craft Your Legacy with Bespoke Wealth Planning and Management
Be careful where and how you own assets worldwide
Before purchasing assets, it is important to understand the private international laws of different jurisdictions. Cross-border tax leakage can arise from unnecessary tax losses due to overlapping jurisdictions, conflicting succession laws, or inadequate structuring of international assets. Minimising these risks requires the strategic application of legal frameworks and well-structured planning.
Building a Legacy doesn’t happen over a single generation
We don’t tell you what to invest in. But we will support you on understanding the risks associated with asset ownership across different jurisdictions and how to effectively and efficiently manage them.
Planning Across Boarders with Confidence
In today’s complex global environment, how assets are owned and managed can be just as important as the assets themselves. We help families navigate overlapping legal systems, succession rules, tax considerations with clarity and care.
We take a holistic approach to wealth management
Our holistic and bespoke approach to wealth planning and management means legal strategies are truly personalised to our client’s situation, in an increasingly complex legal and regulatory global system.
“I have sought advice from Vibha Vallabh on international estate planning for clients from a New Zealand perspective. She has experience and skill to provide prompt and excellent advice. Her approach always takes into account the best interests of the client. I highly recommend her advice and work”
