What Estate Planning Means for You
As your capital grows, the focus shifts from accumulation to preservation and transmission. This phase demands integration across multiple disciplines: ESG positioning if you manage corporate interests, insurance and risk management to protect against catastrophic scenarios, tax efficiency to preserve capital across generational transfer, and estate planning to ensure clear succession and intent.
Long-Term Wealth Preservation and Generational Transfer
It takes a great deal of hard work and motivation to build up wealth. From our own generation-spanning history and from many years of experience in the field of consultancy, we know that protecting it always requires an individual approach: asset planning and structuring, setting up foundations with a focus on following generations, and establishing common-benefit foundations and philanthropy.
Elements of a Comprehensive Estate Plan
ESG Strategy & Positioning
If you hold corporate positions or influence governance, ESG strategy is no longer optional. We assess your ESG positioning and advise on messaging to stakeholders, investors, and the public — integrating responsible investing principles with business strategy.
Insurance & Risk Management
Assessment of your insurance coverage to ensure protection against major risks: liability, disability, long-term care, and others. We work with professional underwriters to structure coverage appropriate to your wealth and circumstances.
Tax Planning & Strategies
Coordination with your CPA and tax advisers to structure wealth transfer with maximum efficiency. We help navigate complex tax rules across jurisdictions to preserve maximum capital for the next generation.
Estate Planning & Succession
Network of qualified legal professionals specializing in estate law across relevant jurisdictions. We coordinate with these professionals to structure your succession, define intent, and ensure clear transmission of wealth and values.
How Privy Consul Supports Your Estate Planning Journey
Our intelligence and fiduciary services are made available principally through professionals, financial institutions and other qualified intermediaries.
Continuous Advisory Access
Wealth planning does not end with a transaction. You should have access to financial guidance whenever you need it — when life circumstances change, opportunities arise, or you need clarification on complex decisions. We provide unlimited access to our advisers for your transnational capital needs.