Craft Your Legacy with Bespoke Wealth Planning and Management

Be careful where and how you own assets worldwide.

Take the time to understand private international laws of different jurisdictions before purchasing assets. Cross boarder tax leakage occurs when there are unnecessary tax losses caused by overlapping jurisdictions, conflict of succession laws or insufficient structuring of international assets. To minimise it, requires strategic use of legal frameworks and strategies.

Building a Legacy doesn’t happen over a single generation.

We don’t tell you what to invest in. But we will support you on understanding the risks associated with asset ownership across different jurisdictions and how to effectively and efficiently manage them.

We take a holistic approach to wealth management.

Our holistic and bespoke approach to wealth planning and management means legal strategies are truly personalised to our client’s situation, in an increasingly complex legal and regulatory global system.

“I have sought advice from Vibha Vallabh on international estate planning for clients from a New Zealand perspective. She has experience and skill to provide prompt and excellent advice. Her approach always takes into account the best interests of the client. I highly recommend her advice and work”