Private Member Wealth Planning

We believe that wealth protection planning should be an essential component in the development of financial strategies of all who have achieved, or aspire to attain, independent financial success and for those who are fortunate to have inherited family wealth. Modern day financial planning is incomplete without due consideration of wealth protection issues.

Global thrives on research to understand and design proprietary designs unlimited opportunities for wealth creation, both in the developed world and the emerging markets. In many instances, that wealth, and the more established European wealth is now being passed on to the next generations. Unfortunately, over the past two decades, there has been a progressive escalation of risk factors adversely affecting the creation and retention of wealth.

Unless the proper techniques of wealth protection are applied, much of that wealth will be lost in coming years through the failure of benefactors and their advisors to take the appropriate steps to protect the asset base from a variety of risks and contingencies.

Global Financial Trust Management Group offers a specialized service in wealth protection planning focused primarily on the use of entities based in international finance centers. We assist professionals and their Private Beneficiaries and Members to develop appropriate asset protection strategies to preserve wealth. When it is necessary to consider domestic legal issues we work with specialist outside legal counsel.