服务
Family wealth is not a question of investing but a system of interlocking matters. From family strategy to succession, six domains connect end to end, and we see each one through.
Before anything is built, settle where the family is headed, what it will not cross, and which structures carry it there. This is the ground the other five stand on.
Identity is where a global structure begins. Where a member is taxed, in whose name assets are held, and how freely the family can move all set the limits of everything that follows.
Place assets inside structures that hold up against jurisdictional shocks and generational change, so ownership stays clear, risk stays contained, and succession stays orderly.
Within compliance, coordinate the family’s and the business’s tax across jurisdictions, so every movement of an asset is accounted for and can be explained.
Anchored on cash flow that can cross generations, we look clearly at how the family’s assets sit across the world and the risks they carry. We model and review as advisers, and handle or distribute no products.
Beyond the assets, hand the family’s values, rules and history to the next generation together with the wealth.
方法
Every family plan is reasoned in the same order, and the order matters: identity first, then structure, then accounts, and wealth last.
Who, and where? Which residency, which tax status?
How do trusts, foundations, insurance and companies combine?
Where does the money sit? Which banks, which currencies?
How is the cash flow planned, and the assets allocated?
合作方式
The same family needs a different kind of involvement at different stages. We offer three.
The family has one clear question and needs a professional judgement or a second opinion. We advise on the specific matter, with a defined scope and a clear deliverable.
The family wants a partner who stays. We accompany year over year, advising as matters and circumstances move.
The family faces a complex, cross-jurisdictional matter that calls for a full plan. We coordinate counsel, tax advisers and trustees, and carry it through to documents and action.
Flourishing Tree sells no financial products. All services are advisory, and their scope is defined in a separately signed agreement.
Saying things clearly is often half the solution.