Private Client

Our private client services are designed to safeguard your wealth, structure your assets, and create a lasting legacy.

Comprehensive Solutions for Lasting Wealth and Legacy

Our private client services provide tailored strategies to protect, grow, and diversify your wealth. Whether managing assets, planning for future generations, or navigating complex global regulations, we ensure your legacy thrives with clarity and confidence

Secure Legacy Guaranteed

Seamless International Diversification

Bespoke Solutions

Robust Multi-Layered Structures

Fully Customized Strategies Delivered

Bespoke wealth & sucession solutions

Why Work With Us?

We provide bespoke, reliable solutions to protect and grow your wealth, ensuring your legacy thrives across generations. Our expertise combines global insight with meticulous precision, delivering unmatched results tailored to your needs

Confidentiality

Your privacy is our top priority, with every detail handled with absolute discretion and care.

Proven Strategies

We craft strategies to position your wealth across multiple jurisdictions, reducing risk and enhancing resilience.

Bespoke

Our tailored solutions ensure your wealth is preserved and passed on seamlessly to future generations.

Excellence

We deliver world-class expertise with precision, reliability, and dedication that exceed expectations.

Trust, Foundations
& Wealth

We assist in establishing and administering trusts, companies, and foundations that align with your wealth management goals. Our expertise ensures that these entities are structured to provide maximum benefit, whether for asset protection, tax planning, or philanthropic purposes. We navigate the complex legal and regulatory landscapes on your behalf, ensuring that your structures are compliant and efficient.

Private trust companies & foundations

Private trust companies (PTCs) and private trust foundations (PTFs) offer tailored solutions for families seeking control over their wealth and trust structures. PTFs are legal entities that manage trust assets, blending flexibility, confidentiality, and long-term planning. We assist in creating and managing PTCs and PTFs, ensuring compliance and alignment with your family’s objectives.

Wills and
probate services

We offer comprehensive wills and probate services to ensure that your estate is distributed according to your wishes. Our team works with you to draft wills that reflect your intentions and provide for your loved ones. In the event of a death, we manage the probate process with sensitivity and efficiency, ensuring that your estate is administered smoothly and in accordance with the law.

Our approach

Areas of Expertise

We focus on aligning your wealth with your vision and values, providing customized strategies that ensure lasting impact and growth. Our approach safeguards and enhances your assets, creating a foundation for enduring success and legacy.

Philanthropy

Philanthropy is often a cornerstone of wealth management, and we help you achieve your charitable goals through strategic planning and execution. Our services include setting up and managing charitable foundations, donor-advised funds, and other philanthropic vehicles. We ensure that your giving is impactful, aligned with your values, and structured to maximize benefits for both you and the recipients.

Real estate services

Real estate is a critical component of many wealth portfolios, and we offer comprehensive services to manage and optimize your property holdings. From acquisition and development to ongoing management and eventual sale, our team provides the expertise needed to enhance the value of your real estate assets. We also advise on structuring real estate ownership to achieve tax efficiency and asset protection.

Managing lifestyle & luxury assets

Our services extend to managing lifestyle and luxury assets such as yachts, private jets, art collections, and other high-value items. We understand the unique challenges that come with owning and maintaining these assets and provide tailored solutions to ensure they are managed efficiently and in line with your lifestyle needs. Whether you need assistance with acquisition, management, or sale, we are here to help.

how it work?

Tailored Levels of Service

Comprehensive solutions designed to meet your unique needs, from foundational structures to bespoke strategies.

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Family Office Solutions

Personalized, confidential services for managing complex family wealth and creating enduring legacies.

Team of diverse multiethnic business people holding bundle of american dollar cash money, staying near table with 3d skyscraper model at office interior with panoramic city view.

Managed Wealth Services

Streamlined support for optimizing and safeguarding your assets with expert precision

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Focused Structuring Support

Efficient, reliable solutions for building robust frameworks to secure and grow your wealth.

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Bespoke Excellence

Fully customized strategies crafted to meet the most intricate and unique wealth management needs.

Partner With Us to Shape Your Global Future

Whether you’re seeking to expand your business, protect your wealth, or navigate complex international markets, we are here to provide the expertise and solutions you need. Together, we’ll create strategies that empower your growth, safeguard your success, and ensure your legacy thrives across borders. Let us guide you toward a future of limitless possibilities.

Become a Client

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Become a Client

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Become a Client

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Please let us know how we can best support you

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Frequently Asked Questions

Here are answers to common questions you may have about our services.

How do you tailor services to individual needs?

We start with a detailed consultation to understand your goals, then create personalized strategies that align with your unique financial and personal aspirations

Can you assist with cross-border wealth management?

Yes, we specialize in creating multi-jurisdictional structures that safeguard and optimize wealth across continents, ensuring global compliance and resilience.

Do you work with families or just individuals?

We provide services for both, offering family office solutions, generational wealth planning, and tailored support for complex family-owned assets.

What is your approach to luxury asset management?

We take a holistic approach, managing everything from acquisition to maintenance and eventual sale, ensuring your lifestyle assets are handled with precision and care

Can you help besides my private wealth structuring also with the establishment of a philanthropic foundation?

Absolutely, we assist in setting up and managing charitable foundations, ensuring your giving is impactful, aligned with your values, and structured for long-term success.

Are you a data controller or processor?

We work with a variety of clients. We work with the heads of municipalities’ transportation planning, traffic engineering or economic development departments, and with mayors’ offices.

What kind of clients do you usually work with?

We work with high-net-worth individuals, entrepreneurs, and family businesses who seek bespoke solutions for managing and growing their wealth across borders

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Whitehall & Company – United Arab Emirates Kingdom of Saudi Arabia Switzerland

Private Client