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Wealth

Capital Markets Fiduciary Plan

100% wholly-owned plan to invest in commodities and derivatives tax efficiently.

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Capital Markets Fiduciary Plan

  • Own your investment portfolio from a tax-efficient location
  • Purchase capital market products without high premiums and spreads
  • 100% yours to own under your own name
  • Use us or appoint anyone as investment advisor
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Discover more plans for you

Find a product that suits you best.

Import Export
Expansion Plan

  • Scale your export or trading business by working with global buyers
  • Enjoy keeping retained earnings under a safe and tax-friendly location
  • Monetize your professional buyer seller networks with the global market
  • Enjoy unlimited financial services (i.e. LC facilities) from well-known banks
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Licensed Fund
Management Plan​​

  • Manage your own licensed fund and create segregated portfolios​
  • Your limited partners enjoy cashing out from a tax-efficient location
  • 100% your fund management company
  • Include all compliance, governance and all back-office functions

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Physical Gold
Holding Plan

  • Own investment-grade gold bars from a tax-efficient location
  • Purchase gold assets efficiently without high premiums and spreads
  • 100% yours to own under your own company name
  • Hedge gold prices to protect value and generate additional yield
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Single Venture
Holding Plan

  • Secure management buy-out or list your business on public exchanges
  • Your shareholders enjoy cashing out from a tax-efficient location
  • An environment to secure the best possible valuation for your business
  • Use us or appoint anyone as M&A advisor
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Single Family
Office Plan

  • Appoint family members and decedents as ultimate beneficial owners
  • Enjoy reaping tax-free returns from capital gains across all asset classes
  • 100% wholly-owned and legally recognized single family office
  • Use us or appoint anyone as investment advisor
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Learn More

Capital Markets
Fiduciary Plan

  • Own your investment portfolio from a tax-efficient location
  • Purchase capital market products without high premiums and spreads
  • 100% yours to own, under your own name
  • Use us or appoint anyone as investment advisor
Talk to us
Learn More

Let us match you with a
qualified financial
representative

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