Every human being is born an heir to an inheritance to which he can succeed only in a process of learning.
- MJ Oakeshott
Global Estate
CENTRALIZED PLANNING
Global Tax Planning - Asset Protection - Succession Planning
Our clients love life and are compassionate about making the world around them better than they first found it. In doing so, their work requires keen perspectives and an enduring impression that would transcend many generations. The challenges may not be simple, and the tasks may not be easy. For this reason, great wealth requires meaningful preparation.
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Privacy and Asset protection are among their top concerns, along with continuation planning to successfully prepare their heir to transition their family wealth and values.
According to an RBS global survey, only 19% of Asia respondents versus 54% of Western families have prepared a Will (read more about probate), let alone established a complete wealth transfer plan. For Asia's global families, whose wealth is potentially complicated by multi-jurisdictional challenges and conflicting cultural values, the absence of an effective wealth transfer plan can create obstructions in the inheritance process.
5 Stones Advisors believe families can fulfill their wishes for a successful wealth transfer by adding proper fencing to create the privacy and freedom of investment movement necessary for an ever-growing family's relationships and their wealth. Having the right professional team who can understand the family's culture and values can help the family step through their desired transition and creating a global pathway to many successions in the future.