中文
EnglishWestian Global helps clients in locations around the world to prepare and plan their estate to maximize the amount that is handed down and determine which people it is passed to.
Whether you are thinking about beginning the wealth transfer process now or want to make arrangements for your will, we are here to help.
A comprehensive financial strategy
Estate planning and asset transfers to your family and other beneficiaries are central components of your overall financial plan. Westian Global helps you to preserve, protect, and grow your wealth for future generations.
We have a global contact network that allows us to serve a full range of services in your local market while keeping you updated about opportunities and legislative changes that may impact you positively or negatively.
Estate planning
When thinking about how to transfer your wealth, estate planning is a key consideration. It is a central part of financial planning, providing you with control, protecting your privacy, and safeguarding your assets for generations to come.
Another aspect of estate planning to consider is consolidation. Families may have several asset types, ranging from real estate and private company shares to investments with different investment managers and financial institutions. We can help you to keep track of all assets, monitor performance, and update records.
Additionally, as another element of the estate planning process, Westian Global can arrange the establishment of trusts, foundations, and managed companies to act as tax-effective planning vehicles for estate and other taxes. These structures can also be an excellent way of protecting your personal information and help keep your private business activities out of the public domain.
Inheritance planning
Our services help to plan probate and will execution, along with offering advice to executors and trustees. These guidelines help remove uncertainty and hasten and simplify the probate process when the time comes. From producing the initial documents to the eventual transfer of assets, we are here to help.
Why work with Westian Global?
Our estate and inheritance planning solutions provide you with benefits such as:
- Worldwide access and extensive international support
- We collaborate with your other advisers to formulate practical solutions
- Committed staff who provide personal and attentive service to clients and their external advisers
- The creative and constant improvement of financial solutions and the knowledge and experience to thoroughly serve client needs
Westian Global’s international client base is broad and includes family businesses, high net worth individuals, and international families. As a staunchly independent third party, we often work with accountants, professional advisers, and bankers without causing a conflict of interests.
