top of page

TRUSTS AND ESTATE PLANNING

At Global Investments, we understand that high net worth expats and international investors face unique challenges when it comes to estate planning. With diverse assets spread across multiple countries and jurisdictions, developing a comprehensive estate plan can be a complex endeavor. That's where we come in. Our team of experts specializes in providing tailored solutions to protect and preserve your wealth for future generations.

Legacy Planning

LEAVE A LASTING LEGACY

Ultimately, effective estate planning is about more than just protecting and preserving wealth – it's about ensuring that your legacy lives on for future generations. At Global Investments, we are committed to helping our clients achieve their estate planning goals in the most efficient and effective manner possible, so that they can leave a lasting impact on the world. Contact us today to learn more about how we can help you navigate the complexities of international estate planning.

NAVIGATING THE COMPLEXITIES OF INTERNATIONAL ESTATE PLANNING

Ultimately, effective estate planning is about more than just protecting and preserving wealth – it's about ensuring that your legacy lives on for future generations. At Global Investments, we are committed to helping our clients achieve their estate planning goals in the most efficient and effective manner possible, so that they can leave a lasting impact on the world. Contact us today to learn more about how we can help you navigate the complexities of international estate planning.

​

Here are some of the top tools we can utilize to ensure your legacy is secured: 

TRUSTS

Trusts are powerful tools that can provide significant benefits in the realm of international estate planning. By establishing a trust, you can ensure the proper management and distribution of your assets according to your specific wishes. Our team at Global Investments will work closely with you to create a trust that is customized to suit your unique financial and personal circumstances, taking into account factors such as tax efficiency, control, and asset protection.

OFFSHORE BOND WRAPPERS

This is your Education description. Concisely describe your degree and any other highlights of your studies. Make sure to include relevant skills, accomplishments, and milestones gained. Don’t forget to adjust the timeframe in the subtitle.

OFFSHORE COMPANIES

Establishing an offshore company can provide numerous advantages for high net worth individuals, including asset protection, tax optimization, and estate planning benefits. Our team at Global Investments will guide you through the process of setting up and maintaining an offshore company tailored to your specific needs, taking into account factors such as jurisdiction, regulatory compliance, and potential tax benefits.

CITIZENSHIP BY INVESTMENT

Citizenship by investment programs offer high net worth individuals the opportunity to acquire a second citizenship, providing increased global mobility, access to new markets, and potential tax benefits. Global Investments has extensive experience in assisting clients with citizenship by investment programs in various countries, ensuring a smooth and efficient process from start to finish.

UNIVERSAL LIFE ASSURANCE

Universal life assurance is a flexible, tax-efficient life insurance solution that can help high net worth expats and international investors achieve their estate planning goals. By combining the benefits of life insurance with an investment component, universal life assurance can provide financial security for your loved ones while also offering the potential for long-term capital growth. Our experts at Global Investments will help you navigate the complexities of universal life assurance and design a policy that meets your unique needs.

Global Investments Background

OUR APPROACH

By partnering with Global Investments, you can rest assured that you have access to the expertise and knowledge necessary to navigate the complexities of international estate planning. Our team has extensive experience working with high-net-worth individuals and families from around the world, and we understand the unique challenges and opportunities that arise in this context.

 

We work closely with our clients to develop tailored solutions that meet their specific needs, providing ongoing support and advice to ensure that their estate plan remains up-to-date and relevant.

At Global Investments, our duty is to provide high net worth expats and international investors with bespoke estate planning solutions that stand the test of time. By leveraging our expertise and in-depth knowledge of international estate planning tools and strategies, we can help you protect, grow, and pass on your wealth in the most efficient and effective manner possible. Contact us today to learn more about how we can help you navigate the complexities of international estate planning.

Global Investments Logo

Global Investments Group

Registered office - Suite 301

Mandar House, Main Street 

Road Town, Tortola

British Virgin Islands

Admin hotline: +357 26 022 698

Global Investments Celebrates 30 Years of Excellence 1994 to 2024

Global Investments does not warrant, either expressly or implied, the accuracy, timeliness, or appropriateness of the information contained on this website. The information contained herein is for general guidance on matters of interest only. The application and impact of laws can vary widely based on the specific facts involved and your country of residence. 

Before making any decision or taking any action, you should consult a qualified Financial Advisor. Global Investments disclaims any responsibility for content errors, omissions, or infringing material and disclaims any responsibility associated with relying on the information provided on this website. This material has been prepared for informational purposes only without regard to any particular user’s investment objectives, financial situation, or means, and Global Investments is in no way whatsoever soliciting any action based upon it. 

This material is not to be construed as a recommendation; or an offer to buy or sell; or the solicitation of an offer to buy or sell any security, financial product, or instrument; or to participate in any particular trading strategy in any jurisdiction in which such an offer or solicitation, or trading strategy would be illegal. 

Certain transactions, including but not limited to those involving futures, options, and high-yield securities, give rise to substantial risk and are not suitable for all investors. The fact that Global Investments has made this website available to you neither constitutes; (i) A recommendation that you enter into a particular transaction, nor (ii) A representation that any product described herein is suitable or appropriate for you. 
 

Global Investments offers Insurance Brokerage services to applicable European Union jurisdictions via NFS Insurance Advisors, Agents and Sub Agents Ltd, which is regulated by the Insurance Companies Control Service (ICCS), License No. 5689 and is authorized to introduce business to NFS Network Financial Services Ltd, which is regulated and authorized under MiFID by the Cyprus Securities & Exchange Commission, License No. 328/17. For Non-EU business, offers Investment Advice and Insurance Brokerage services to applicable jurisdictions via Financial Services Network Ltd, regulated by the Mauritius Financial Services Commission License No. C116016070. www.fsn-ltd.com

​

Risk Warning: Any investment in financial instruments entails substantial risks, the degree of which depends on the nature of each investment and may not be suitable for all investors. The value of any investment may increase or decrease in value and investors may lose all their invested capital.


You should not enter into any transactions unless you have fully understood all such risks. You should neither construe any of the material contained herein as business, financial, investment, hedging, trading, legal, regulatory, tax, or accounting advice nor make this service the primary basis for any investment decisions made by or on behalf of you, your accountants, or your managed or fiduciary accounts, and you may want to consult your business advisor, lawyer, and tax and accounting advisors concerning any contemplated transactions. 

© Copyright 2023 Global Investments. All Rights Reserved.

bottom of page