Fiduciary

Services

Succession planning is as technical as it is emotional, and when it comes to understanding both these sensitivities, Wealthfusion is here to help you pave your legacy.

At Wealthfusion, we are here to work with you in planning your succession, be it inheritance, settlement of estates or business succession across all major international jurisdictions and navigate all legal and technical regulations. Through comprehensive and thoughtful planning, we will take on the responsibility of testator, administrator, implementor and enabler. Our team of international experts & associates can navigate multiple jurisdictions in cases of cross-border succession.

*Provided by our associate firm.

Estate planning has to be carefully executed and periodically reviewed to ensure they are not out of date – be it because of change in circumstances, new beneficiaries in the family or routine updates by law.

At Wealthfusion, we are here to help you continually protect your estate assets and ensure your family receives the best possible value for your hard-earned property, by minimising tax liabilities and maximising returns. Our team will guide you in navigating the Inheritance Tax pitfalls and help draft a well-crafted Will that ensures your assets are distributed in accordance with your best wishes. To help maximise the value, our advisors will work with you to ensure that more of your wealth passes to the people you love, through planned lifetime gifts and structuring a tax-efficient Will.

Estate planning has to be carefully executed and periodically reviewed to ensure they are not out of date – be it because of change in circumstances, new beneficiaries in the family or routine updates by law.

At Wealthfusion, we are here to help you continually protect your estate assets and ensure your family receives the best possible value for your hard-earned property, by minimising tax liabilities and maximising returns. Our team will guide you in navigating the Inheritance Tax pitfalls and help draft a well-crafted Will that ensures your assets are distributed in accordance with your best wishes. To help maximise the value, our advisors will work with you to ensure that more of your wealth passes to the people you love, through planned lifetime gifts and structuring a tax-efficient Will.

Estate planning has to be carefully executed and periodically reviewed to ensure they are not out of date – be it because of change in circumstances, new beneficiaries in the family or routine updates by law.

At Wealthfusion, we are here to help you continually protect your estate assets and ensure your family receives the best possible value for your hard-earned property, by minimising tax liabilities and maximising returns. Our team will guide you in navigating the Inheritance Tax pitfalls and help draft a well-crafted Will that ensures your assets are distributed in accordance with your best wishes. To help maximise the value, our advisors will work with you to ensure that more of your wealth passes to the people you love, through planned lifetime gifts and structuring a tax-efficient Will.

At Wealthfusion, we strive to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions that protect and preserve your wealth and assets, wherever they are globally.

Long term wealth and asset growth is paramount to your future security – be it for big-ticket expenses such as university for your children or your retirement funds. Protecting and growing the value of your wealth above and beyond inflation annually is critical as it not only maintains your asset value but safeguards your investment that can actually work for you when you need it the most.

While you hope your investments will grow each year, it is also vital that you manage it regularly to remain compliant of changing local, national and international legislations and optimise it to those standards, to get the most bang for your buck. Our global capabilities and local expertise enable us to navigate the complex challenges of cross-border investing while helping to preserve your wealth.

Investment Management

Our Investment Managers have multi-national fund and investment management experience, which they employ along with in-depth analytical and critical thinking to help tailor your investment portfolio to your financial needs.

With a combined experience of over 60 years, our Investment Managers are here to make the  smart decisions to bolster portfolios of equities,  fixed income  and real-estate. At Wealthfusion, we are here to advise you on your finances and help you reach your investment goals – be it for your child’s education, your property investments or your retirement and pensions.