Fiduciary services (will drafting, estate planning and administration).
RGI provides the full spectrum of international fiduciary services. We also can appoint independent trustees and curators where required.
A will is an essential element of estate planning, which involves arranging your financial affairs in such a way that you, your family and any other beneficiaries may enjoy the maximum benefit from the assets both during your lifetime and after your death. It also allows you to appoint an administrator who will attend to the day-to-day administration of your estate.
When assets are passed from one generation to another estate duty is levied beyond a certain threshold. By implementing estate planning techniques this chain of successive duties can be broken which shields family wealth from unnecessary long-term erosion.
For the family office , the trust and company still dominate as the entities of first choice for tax and estate planning in the common law jurisdictions. The civil law Private Family foundation is however becoming increasingly important with a number of common law jurisdictions actively working towards enacting their own foundation legislation.
The family office concept, private trust companies, cell companies and limited partnerships have all been developed or adapted to fulfill certain roles and offer more planning options for private clients.