Asset Protection, Trusts and Estate Planning

As a firm with an outstanding background in the asset protection and estate-planning field, Group SVM is offering a wide range of products and instruments for individuals and entities on three continents.

We have particular capabilities in relation to infrastructure, debt, real estate, private equity, hedge, structured regulated (including ETFs) and sovereign wealth funds. Our Asset Protection team advises asset managers, investment funds and institutional investors on all legal, regulatory and tax aspects of the asset protection industry.

Starting from simple trusts or foundations setups to much more complex multijurisdictional structures involving holding companies, trusts and foundations on the same time we offer customized solutions that meet our clients’ needs, without being redundant or obsolete.

A number of legal routes are available that will enable you to minimize taxes and protect your privacy, thus maximizing your profits and asset value, as well as ensuring safe and cost-effective succession. There are many theories about asset protection, of which not all have yet been agreed upon or precisely defined by the industry professionals.

The only point on which everyone agrees is that there is no single scheme that is appropriate for every situation.

We are qualified and experienced in creating fully customized asset protection schemes for international private and corporate clients. We thoroughly analyze each situation, discuss our client’s goals and objectives, and find 100% personalized and innovative solutions.

As part of our tailored approach, we provide the following services to our clients:

  • Strategies Planning
  • Trusts
  • Private Foundations in different jurisdictions
  • Cross-border tax optimization
  • Estate planning
  • Business succession planning
  • Asset protection strategies (local and offshore)

Group SVM can assist both asset managers and private clients on:

Setting up new investment funds and managed structures, including tax matters, drafting and filing constitutional documentation, negotiating working conditions with a wide range of financial institutions.
Understanding the implications of various cross-jurisdiction complex tax situations and providing the best tools for tax mitigation