Bespoke Solutions
We recognize that every client’s need is unique. Sometimes traditional solutions fall short of addressing key concerns or needs of an institution or a family office. At such times, rather than trying to fit the client into a standard existing product, we initiate discussions to explore bespoke solutions that might better address their situation.
Our ability to stitch together diverse skill sets and resources into creating effective solutions for our clients is a demonstration of our vision to create innovative financial solutions.
Our strong capabilities and experience in both investments and investment/legal structures globally has enabled us to create bespoke solutions that substantially strengthen asset protection, improve risk-adjusted returns and facilitate inter-generational transfer of wealth.
Our value-add truly lies in:
Setting up unique asset holding structures
(Trusts/Funds of One/SPVs etc. at various global locations)
Bringing together teams with different capabilities
(Legal, trading, financing or advisory)
Setting up unique trading structures
(Niche/large institutional counterparties)
Case study
Situation:
One of our clients is a prominent Asian business group that has businesses globally. Over the course of years, the family has also spread out globally and various family members carry passports of different nationalities.
We wanted to optimize the holding structure for their business and investment holdings in accordance to their business and family values, keeping in mind the global nature of their business and family members.
Approach:
This involved dealing with multiple legal and tax teams, obtaining regulatory approvals from regulators in multiple jurisdictions and working with multiple global investment institutions to facilitate liquidity and transfer of investments.
The sequencing of steps across multiple jurisdictions had to be done flawlessly. We worked closely with the family’s long-time trusted advisors, their single family office, for over one year to put this structure into place.
Impact:
We were able to ensure robust asset protection, facilitate smooth inter-generational transfer of wealth, simplify tax compliance and efficiency across multiple jurisdictions.
Address liquidity needs of various family members and businesses and achieve all this whilst substantially improving access to superior investment opportunities. The family is well on its way to reap the benefits of the new structure
