SERVICES / WEALTH-PLANNING

Wealth Planning

At FinMark we understand that it’s not just the Wealth Creation but it’s preservation and transfer to the next generation which is of equal importance and therefore we have tailored our Wealth Planning solutions through our carefully selected partners from all over the world with best in class standing and reputation for your to feel relaxed when our trusted partners manage your wealth planning needs.

Estate Planning

Our Wealth Planning Advisors will assist you in preparing a tailored solution based on your legacy planning requirements, based on your country of residence, business structure and plan to preserve & transfer your wealth to those who are important to you

What is a Trust?

A trust is a fiduciary arrangement through which the trustee manages assets for the benefit of third parties. A trust is commonly used to transfer wealth to heirs or to favored charitable organizations. Insurance products, such as life insurance policies, annuity contracts are also used to fund trusts in appropriate circumstances.

  • Insurance : FinMark has partnered with the world’s finest and biggest insurance companies to cater to your insurance needs and protect & preserve your wealth and ensure that your loved ones are taken care of, always.
  • Family Governance : Though our extensive partnership of external experts (lawyers, accountants, consultants, trustees etc.) combined with our experience help us draw your governance architecture for your family from tax advisory to legacy planning services.

Trust Services

FinMark have tied up with Trust Services providers which can help you structure your assets into a trust for generational transfer and to safeguard & preserve your wealth.

Our partners can assist you in setting up a trust for managing your liquid and physical assets or we can facilitate transfer of your liquid assets to an offshore trust so that you can achieve peace of mind.

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