Wealth Management

The Firm’s broad experience allows us to deliver highly customized and sophisticated legal advice and tax planning services to high net worth investors and private clients. Our services include advice on the use of trusts, estate planning vehicles and other legal mechanisms to protect assets.

Our team understands that private clients demand a greater level of service, products and legal expertise than required by the average client. Due to an increase in the number of affluent investors in recent years, demand for sophisticated legal solutions has grown.

The firm pays special attention to ensure maximum possible legal protection of any investment.

  • Structuring of Personal Assets
  • Assets Protection
  • International Tax Planning
  • Use of Trust & Foundations
  • Dual Residence and Citizenship Issues

Examples of Projects:

  • Advising a client in connection with establishing trusts and optimization of ownership structure;
  • Advising a client on yacht construction agreement and on establishing of related SPV; draft and prepare various corporate and transactional documents; represent the buyer; provide advice re: contract with the Capitan;
  • Advise a client on sale-purchase agreement of a private helicopter; provide advice re: customs issues;
  • Advising a private client on foreign jurisdictions for structuring a private assets (analysis of companies, trusts and related tax issues); cooperation with foreign registrar and service-provider to establish a legal entity;
  • Advising a client on investment programs for obtaining a travel document of some foreign countries (Italy, Spain, France, Switzerland, Austria, Israel);
  • Advising a client on acquisition of real estate in Italy, Spain, France, Latvia, Bulgaria, Switzerland and Slovakia; buying procedures, restrictions on foreign direct investment in real estate; related tax issues; special rights of real estate owners to enter the country and obtain residency;
  • Advising a client on establishing and managing of personal assets structure (blocks of shares, real estate, private jet, land plots) with application of trust and offshore companies.
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