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Specialist wealth structuring, protection and transferral
We specialise in the efficient structuring, protection and transferral of wealth.
Our teams of experienced professionals operate in various locations, including Jersey, Luxembourg, the Bahamas and Singapore. Working alongside you, your Client Relationship Officer and any tax or legal professionals, we craft bespoke solutions to protect your assets and facilitate the efficient transfer of wealth between generations.
Our fiduciary specialists use a wide range of wealth planning tools to structure assets including trusts, companies and foundations.
An extensive range of truly jurisdiction-neutral administration and support solutions for investment funds.
Our wealth structuring specialists are highly experienced, technically proficient professionals. They also have strong relationship skills and always seek to be pragmatic and solution-driven. They operate from various locations, including Jersey, Luxembourg, the Bahamas and Singapore. While used to dealing with complex, cross-border considerations, they strive to keep things simple for you. Working in partnership with your Client Relationship Officers, they make sure the finances fit the life.
We would be delighted to discuss your wealth structuring requirements with you. To find out more, talk to your Client Relationship Officer or see our contact details below.
| Name | Language |
|---|---|
| Terms and conditions EFG Wealth Solutions (Jersey) | |
| Terms and conditions EFG Wealth Solutions (Singapore) | |
| Trust and companies fee scales | |
| Privacy Policy EFG Wealth Solutions (Jersey) | |
| Privacy Policy EFG Wealth Solutions (Singapore) Limited |
| Name | Language |
|---|---|
| Terms and Conditions - EFG Fund Services, Channel Islands | |
| Fee tariff - EFG Fund Services, Channel Islands |
Let's start ours and build something valuable today.
Contact usEFG Wealth Solutions believe that the information on these webpages or in the publications contained herein is accurate. However, they are unavoidably general in content and should not be relied upon in making a specific decision. EFG and its affiliates do not provide advice, recommendations or opinions regarding legal and/or tax matters under any circumstances. To the extent that these webpages or the marketing publications , anything referenced herein, or any items attached hereto may concern tax matters, they are not intended to be used, and cannot be used, for the purpose of avoiding tax liabilities or penalties that may be imposed by law, foreign and domestic. Clients should take relevant professional legal and tax advice (including in their country of residence) before making a decision to create a structure, and engage our services.
EFG Wealth Solutions is part of EFG International and includes the following: EFG Wealth Solutions (Jersey) Limited and its Jersey subsidiaries that are regulated by the Jersey Financial Services Commission; EFG Fund Services, which is a trading name of EFG Fund Administration Limited which is a subsidiary of EFG Wealth Solutions (Jersey) Limited; EFG Wealth Solutions (Singapore) Limited is regulated by the Monetary Authority of Singapore; EFG Bank & Trust (Bahamas) Ltd is regulated by the Central Bank of The Bahamas; EFG Bank (Luxembourg) S.A. is regulated by the Commission de Surveillance du Secteur Financier.
From investing to finance, find out how our services can help you protect and grow your wealth today.
Let us know where you’re located so we can tailor our information to make your experience more relevant.
