Prepare for a legacy of worth
Facilitating the efficient transfer of wealth, trust incorporation and management, estate preparation, and comprehensive fiduciary services are at the heart of ClearWise Investment's trust and estate planning capabilities.
Establish a succession plan
Perhaps the most satisfying component of the wealth management process is the ability to leave a telling legacy for loved ones or to maintain the philanthropic foundations.
Financial complexities become ever more intricate as responsibilities increase through the accumulation of significant wealth. ClearWise Investment's global network of estate planning specialists provides clients with access to a range of estate and trust services presenting a host of benefits to suit the unique requirements of individual structures.
Addressing the demands and day-to-day concerns of our dynamic client base, our trust and estate planning services are designed to innovate around the complications and emotions often associated when making decisions of lasting consequence;
Wealth transfer planning
Utlizing a network of legal and tax specialists across a number of key performing jurisdictions, our professionals work in concert with third party advisers that are often part of a client's existing wealth structure. Our approach to the efficient transfer of wealth helps to deliver upon a number of client specific objectives;
Working with high-net worth individuals, their families and institutions, ClearWise Investment provides a number of compelling advantages through its fiduciary responsibilities;