Citadel
Fiduciary Services
True wealth is beyond today.
ESTATE PLANNING
We are here to take care of your wealth. Then grow it for the ones you love, beyond today, beyond imagination.
Our team of fiduciary specialists works closely with your advisor to craft a solution that’s sustainable and relevant for you and your family. Before we do the planning, we have the conversations to fully understand your ambitions and dreams yet to fulfil. We gather a detailed picture of your assets and naturally, these sensitive conversations are completely confidential.
DIVERSIFY YOUR PORTFOLIO OFFSHORE
Our fiduciary specialists can assist you with an offshore structure.
INTERNATIONAL RETIREMENT PLAN
Protecting, preserving and building wealth globally for individuals and corporates.
PLANNING YOUR WAY TO FREEDOM
With a thorough fiduciary plan comes peace of mind and true freedom to choose how you and your loved ones live.
TRUSTS
Trusts still have an important role to play within estate planning if they are formed for the right reasons – in other words, not just for tax reasons. Trusts offer benefits such as asset protection and financial continuity. Heirs will also have access to funds from a deceased estate immediately, rather than having to wait for the unravelling of red tape.
Our expertise spans jurisdictions. This is particularly important if you or your heirs are planning to emigrate. Trusts, for example, may be treated differently in a foreign jurisdiction.
WILLS
If you would like to have utter peace of mind that your estate will be well handled, let us help you leave a trouble-free and lasting legacy, that avoids any delays or unnecessary stresses for your heirs.