Protecting the life, you prize
We understand that being successful is one thing and staying successful is quite another. That's why our range of award-winning private wealth services are tailored by our dedicated advisors to support, protect and grow the rewards of your hard work.
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Private Wealth Services
We specialise in helping affluent individuals and families enjoy their lives to the fullest. Our professional expertise spans multi-jurisdictional wealth and asset protection, succession planning, and wealth transfer solutions. We ensure comprehensive support for our sophisticated clientele, enabling them to live their best lives with the assurance that their wealth is expertly managed, overseen and protected.
Comprehensive Family Office Services
Our trusted family wealth management advisors offer extensive support, from setting up family offices to providing specialised tax services. Our team customises services to fit the unique needs of single and multi-family offices, assisting high-net-worth individuals and extended wealthy families. We provide expert guidance in estate, succession, and tax planning, as well as the incorporation and administration of partnerships, trading companies, foundations, private trust companies (PTCs), and managed trust companies (MTCs). Additionally, we facilitate the development and management of complex structures such as Special Purpose Vehicles (SPVs) and oversee high-value commercial or residential properties.
Expertise and Personalised Service
Our director-led approach prioritises relationships, delivering sophisticated fiduciary, tax, and accounting expertise in a global market. With extensive experience, we navigate the challenges and local nuances of international business, ensuring our clients receive the highest level of service.
We are committed to supporting your private wealth and family office needs with professionalism and tailored solutions, ensuring that your success is sustained and enhanced for the future.
Our Private Wealth & Family Office Services
- Direct & Indirect Tax Compliance and Advisory Services Equiom’s experienced teams provide a comprehensive range of tax services tailored to meet the specific needs of private clients, institutional asset managers, multinational corporations, or SMEs. Our services include Direct Tax Services and Indirect Tax Services.
- Family Office Services We offer comprehensive wealth structuring and succession planning services tailored to high-net-worth individuals and families. Our specialised teams support your ambitions and ensure your ongoing success.
- Financial Accounting & Reporting Services Equiom offers tailored Financial Accounting & Reporting solutions to meet your business's unique needs, ensuring compliance and maximising profitability. Our local specialists offer customised solutions to meet regulatory requirements across various markets.
- Private Foundation Services We specialise in setting up private foundations that meet your wealth planning ambitions and legacy goals. Our experienced team ensures that your foundation complies with all regulatory requirements while fulfilling the founder's specific needs.
- Trustee & Fiduciary Services We provide independent trustee services and fiduciary services. We handle the establishment of trusts or foundations and administer them meticulously to maximise benefits. services include maintaining legal and tax status, providing regular accounting and financial reporting, and much more.
- Wealth Structuring & Succession Planning We offer comprehensive wealth structuring and succession planning services tailored to high-net-worth individuals and families. Our specialised teams support your ambitions and ensure your ongoing success.
