中文
EnglishThe Westian Global Family Business team provides clients and their extended families tailored services to control complex multi-jurisdictional assets, plot a course through detailed tax and regulatory issues, and prepare for personal and business succession.
We’ve been managing private and business wealth for more than a decade.
When you entrust the management of your personal or business assets to someone, do you want the uncertainty and clumsiness of dealing with several providers across different jurisdictions or a single point of contact supported by years of experience in administering diverse assets?
By working with Westian Global, you benefit from gaining access to our experienced teams and our unparalleled know-how. Our experts appreciate the complexities and challenges of delivering practical and effective family business solutions. They can adapt quickly and advise you when there are legislative changes that will affect the assets trusted to us and help you to plan your next action.
More than a decade of experience assisting with family businesses means that you can have confidence in our ability to gain a thorough understanding of your business and its evolving needs. You will be assigned a dedicated manager who will assist and guide you no matter where you are in the world.
How we help
Before starting any journey, we need to establish where you are now, where you want to be and how long you have to get there. By working collaboratively with your external accountants, tax advisers, and legal team, we can put together the best plan to present to you. Our team devises and implements solutions that incorporate international assets, provide for immediate and extended families while remaining compliant and within the bounds of tax and regulatory frameworks.
Our solutions provide you with benefits such as:
- Consolidating your assets
- Creating and managing asset allocations that give you the best chance of achieving your goals
- Managing lifestyle assets such as houses, boats, planes, cars, and art
- Multi-generational estate planning
- Minimizing business continuity expenses with succession planning
- Ringfencing personal liability and taking advantage of beneficial legislation with risk management policies
- Collaborating with your accounting, tax, and legal advisors to ensure compliant international taxation planning
- Create structures that make it possible to donate to charitable causes or set up philanthropic giving over more extended periods
High net worth individuals
Our High-Net-Worth team has a long experience helping high-net-worth individuals, providing personal finance and wealth management counseling to protect and grow your assets while accommodating your unique needs.
Investment management
We create and manage asset allocations that give you the best chance of achieving your goals in the time available after considering your risk tolerance and other needs.
Estate planning
Whether you are thinking about beginning the wealth transfer process now or want to make arrangements for your will, we are here to help.
Family business succession planning
Helping ensure you keep the business in the family on succession.
Trustee services
Our Trustee services arrange the conservation, safety, and eventual transfer of assets in line with your expectations.
Why work with Westian Global?
Our Family Business 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 persistent improvement of financial solutions and the knowledge and experience to thoroughly serve client needs
- Westian Global’s international clientele is diversified and includes high net worth individuals, multi-national families, and family businesses. As an independent third party, we are at liberty to work with your accountants, advisers, or financial services providers without any conflict of interest
