A White Paper:

A New Reality

How a Backup Plan is more essential  than ever for

protecting your family’s well-being and wealth

Early in 2018 we published a white paper about the wisdom of a properly designed and implemented Backup Plan for HNW families – to protect their assets in what were uncertain times. The risks that were present then have, for the most part, not yet dissipated. Indeed, several other threats have emerged to make the world even more unstable and uncertain. The Covid-19 pandemic is the latest life changing event that will inevitably have repurcussions for many years to come.

In light of these new threats we have updated our White Paper highlighting the existing risks to the wealth preservation of HNW individuals and exploring the option of Backup planning to protect your family’s current situation and future wealth.

Get in Touch

If you are a high or ultra high net worth individual or family concerned that your current citizenship, residency and tax plans do not adequately address your unique personal, family or professional situations today or possibly into the future, please contact us for a private no-obligations first consultation at:


Call toll free at (800) 478 0023 or
+1 (415) 685 4308



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