Safeguarding your wealth for the next generation

For Graydon & Associates, managing wealth is not a short-term business. Long-term goals and objectives are discussed with you and careful provision is made for safeguarding your wealth - for you, your family and future generations.

Once we have created a customized financial plan and an investment portfolio, we will assist you in structuring the ownership of your assets and in optimizing your tax situation. Our expertise and assistance will enable you to set up an appropriate structured vehicle.

We have collaborating agreements with international firms of lawyers and accountants who will provide us with specialized information and services when required. Together we will be able to identify your specific requirements and find effective solutions on a strictly confidential basis. These may include the creation of a Trust or the incorporation of an offshore holding or investment company.

These structured vehicles may be based in a jurisdiction that is ideally suited to your specific needs, thus combining the protection of your privacy with zero or only moderate taxation.

Graydon & Associates will ensure that the structured vehicle fully reflects your individual requirements and that it is designed to adapt to changing circumstances.