Wealth Planning
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.
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.
Access to established international insurance structures
Solutions capable of accommodating certain digital and traditional assets, subject to provider eligibility
Access to premium financing solutions, where available
Flexible investment management and beneficiary arrangements, subject to the relevant structure
Access to structures across selected jurisdictions, subject to eligibility and applicable requirements
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.
Access to established fiduciary structures across selected jurisdictions
Structures tailored to individual wealth planning and succession objectives
Designed to support appropriate governance and confidentiality arrangements
Supports family governance and succession planning
Supports long-term wealth preservation and continuity objectives
Why It Matters for You
For private clients and family offices, access to appropriate wealth planning solutions can support effective governance, succession and continuity across generations.
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.
