Wealth Planning
Structuring and succession for continuity and control.
Access tailored wealth planning solutions designed to support the protection, structuring and transfer of wealth across generations. The Black Circle facilitates access to life insurance and fiduciary solutions through selected specialist providers, supporting clients in navigating their long-term wealth planning objectives.
Two complementary approaches
Insurance & fiduciary solutions.
Insurance
Private Placement Life Insurance.
Access private placement life insurance solutions offered by specialist providers for international wealth planning. Depending on the relevant structure and provider, solutions may accommodate a range of bankable and non-bankable assets and provide flexibility in relation to investment management, succession and beneficiary arrangements.
Fiduciary
Fiduciary Solutions.
Access fiduciary solutions through selected specialist providers, supporting governance, succession and continuity across generations. Solutions can be tailored to the circumstances of private clients and family offices and are subject to applicable legal, regulatory and jurisdictional requirements.
Wealth planning, insurance and fiduciary solutions are subject to applicable legal, regulatory, tax and eligibility requirements and may be provided by appropriately authorised or regulated third-party providers. The availability and suitability of any structure will depend on individual circumstances and jurisdiction. Nothing on this page constitutes legal, tax, insurance or investment advice. Clients should obtain independent professional advice before entering into any arrangement.
Membership
Request access.
Membership is selective and subject to eligibility, onboarding, and AML/KYC and sanctions checks. Request a confidential introduction.