Our Group CEO, Andy Morgan, is attending STEP Cayman Islands
Our Group CEO, Andy Morgan, will be at the STEP Cayman Islands International Wealth Structuring Conference. A prestigious off-shore jurisdiction for private wealth, the Cayman Islands has developed an attractive environment with excellent, modern vehicles to structure, protect and maximise private wealth.
STEP Cayman Islands is an invaluable networking opportunity and will bring together professionals from the leading international firms including Family Office, Trust companies and law firms. The agenda includes featured sessions from an array of distinguished speakers, covering key topics including, Estate Planning, STAR Trusts and Family Office.
Our Group CEO, Andy Morgan, will be there to engage with industry peers and to hear the latest trends in the sector. Located in the Cayman Islands since 2021, we assist High Net Worth Clients with bespoke corporate structuring, luxury asset structuring and wealth management services.
Our global footprint also includes other recognised jurisdictions for private wealth including, South Dakota, South Florida, the Isle of Man and Malta. We provide a range of bespoke private wealth services including;-
- Luxury asset management
- Bespoke consultancy from a dedicated point of contact to understand the clients unique desires and long-term goals.
- Fiduciary services, including corporate structuring, Trust services and on-going administration.
- Estate planning
- Insurance and Risk Management
- Financial Reporting
- Asset protection and succession planning structures
- Legal and tax services via our trusted network of intermediaries
Schedule a meeting with Andy at the conference here: https://lnkd.in/eyckTM4Y