PRIVATE CLIENTS SERVICES

LIMAR will assist private clients in such areas as financial and estate planning, development of suitable structures involving trusts and foundations to hold assets giving wealth protection, stability in political unrest or to protect against financial instability.

We will act as professional trustees and assist in the management of family assets and inheritance over the longer term according to the client’s financial goals.

The proper administration of trusts and foundations will also involve the bookkeeping and accounting procedures, assets valuation, documentation, communication with beneficiaries, income and capital distribution.

OTHER RELATED ACTIVITIES THAT FORM OUR FAMILY OFFICE SERVICES WE PROVIDE JOINTLY WITH EXTERNAL EXPERTS.

These may include for instance:

  • Wealth planning
  • Trustee services
  • Asset protection
  • Real Estate acquisition and management
  • Assistance in migration issues
  • Art management
  • Structuring of Yacht and Aircraft Investments
  • Feasibility studies

Being an independent trustee services provider, LIMAR will engage only ‘the best suitable’ external experts and investment managers to ensure that only interests of the client are accounted for.