I require …
clarity and transparency on the progress of my asset investments
a strategy for my asset investment
delegate asset management to professionals
to make an off-market investment in real-estate
optimised provision and follow-up solution
to optimise my tax burden
to settle my estate
legal advice
clarity on expenditure and earning items
transparent asset statements
Rome was not built in one day, neither was your success.
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You would like to retain an overview and, despite the multi-layered nature and volatility of the financial markets as well as the complexity of the products, clarity and transparency regarding the progress of your financial investments.
More and more private investors are using and profiting from the specialist knowledge and independence of investment controlling for optimising asset management.
You receive comprehensible assessments on the quality and risk of your assets, a consolidation of your portfolio, transparency regarding costs and administrative procedures as well as the best management services and terms.
Please feel free to contact our specialist, Furuzonfar Zehni, at fzehni@jeffersontrust.hk on any questions regarding this topic.
You would like unique investment advice, i.e. advice which is adapted to your needs and possibilities.
We offer the opportunity to profit from the benefits of individual strategic tax advice. In close coordination with you we prepare an individual overview of your overall financial situation and can also present this in consolidated form. Together with you, we analyse your current situation in life and take into account all important aspects, such as income and expenditure, assets and liabilities, taxes, real estate, provision, law of matrimonial property and law of succession.
You would like to delegate the management of your assets to the professionals and be assured that they are invested according to your wishes.
The focal point is the long-term steady progress of your assets, tailored to your individual needs and your risk profile. So that you don’t lose sight of your assets, you receive detailed information on value trends, compliance with the risk budget, performance, the investment instruments as well as on all commission, fees and charges.
You would like to carry out asset diversification and have access to off-market properties. The placement and brokerage of real estate and yield portfolios which are not available on the open market is one of the core competencies of the Real Estate Desk as well as the design and coordination of the development of real estate and choice of sites.
You would like asset planning during your lifetime and a transfer of assets separate from the estate. With the appropriate contractual arrangement you can protect your assets and designate the beneficiaries according to rankings and quotas. We offer a tailor-made instrument for tax-optimised and personal provision and/or transfer of assets during your lifetime or in the event of death.
- Optimised provision and follow-up solution- Tax benefits for life insurance as a provision product- Asset planning during lifetime and succession planning
You would like to optimise your overall tax burden and ensure that you operate within legal frameworks. In the field of tax, extremely divergent international circumstances are now an everyday reality. Not least, the growing number of inter-state tax agreements make an overview more difficult. We support you in the optimal solution to your tax affairs.
You would like to assume responsibility and exert long-term and sustainable influence on the planning of your estate. You decide on the category of beneficial persons or institutions as well as the time, amount and purpose of the contributions. You transfer your assets in accordance with your entirely personal intentions. An integral, neutral body, acting free of conflicts of interest, guarantees that your assets will be used after your death as you intended.
You would like viable and long-term solutions, which we create together within a team of experienced lawyers. Relationships developed, tried and tested over decades stand us in equally good stead as our excellent knowledge of foreign languages and the economy. We advise and represent you before courts and authorities, and are convinced that together with you we can overcome every challenge: because solutions may be closer than they appear.
You would like an evaluation and interpretation of annual financial statements as well as a processing of payment transactions. You expect transparent asset statements or require advice on tax matters.
We offer support in accounting and administration, and management of financial and securities bookkeeping for national and international forms of company.
