Services

Back

People

Back

Wealth structuring, preservation and growth

Talk to a specialist

Bespoke private wealth structuring services

Your wealth reflects more than your financial achievements. It represents the legacy you’ve built, the opportunities you want to create, and the future you envisage for the people and causes that matter most.

That’s why we take the time to understand your values and long-term goals so we can help you structure, protect and grow your wealth with confidence.

Bespoke wealth structuring for global families and entrepreneurs

We help individuals and families protect, manage and grow their wealth through bespoke wealth structuring solutions. Our team works with global families, entrepreneurs and advisers to design robust asset protection and succession structures, including trusts, companies and governance frameworks that support long-term wealth preservation.

Wealth governance and legacy planning

Our teams work with you to implement governance structures tailored to your requirements, ensuring the balance of control and efficiency is correct. We also support you in planning for the future, helping to ensure that your wealth is passed on in line with your wishes.

A trusted partner

With our depth of expertise and personal approach, you can be confident that the complexity of managing and administering your wealth is handled with clarity and care. 

Benefits of wealth structuring

Preservation of capital

Secure your wealth against unnecessary taxation, fragmentation, or external risks, so more is retained for your family’s benefit.

Long-term growth

Strategic frameworks that allow your investments to compound and grow, with flexibility to capitalise on new opportunities as they arise.

Control and oversight

Maintain appropriate control over assets through bespoke structures (such as trusts or family companies) while delegating day-to-day management to professionals.

Family legacy planning

Ensure a smooth transition of wealth in line with your wishes, values and the needs of future generations – avoiding disputes and providing for each member appropriately.

Peace of mind

Confidence that experts are handling the complexity of structuring and compliance, freeing you to focus on your family, business and personal pursuits.

Why choose Praxis?

 

 

Tailored For Boutique And Mid Sized Managers (4)

Independent and aligned

As an independent provider free from private equity ownership, our focus is on investing in our people and infrastructure, enabling us to provide you with exceptional service.  

Dedicated Relationship Management (3)

Decades of experience

We bring over 50 years of experience in supporting high and ultra-high net worth individuals and families, as well as multi and single family office. Our seasoned fiduciary specialists have extensive experience in providing innovative solutions, giving you confidence that your affairs are in capable hands.

Expertise Across Jurisdictions (3)

Global reach

With offices and licences in key financial centres, we can establish and manage comprehensive and robust structures in the jurisdictions that evolve with and best serve your needs.

Cosec Streamlined Onboarding

Tailored & collaborative

Our team invests time to understand your unique family dynamics and objectives, delivering structures and strategies custom-made for you. We work with your other advisers to deliver joined-up support, guided by our core value: we succeed together.

Discover how tailored wealth structures can secure your future

Get in touch

Contact Us

This form collects your name, email address and telephone number so that we can communicate with you. Please review our Fair Processing Notice to see how we protect and manage your submitted data.

Meet the team

Let’s start a conversation about how our structuring expertise can help you protect your legacy and plan for the future. Please contact a member of the team below.