Family and relationships
Understand spouses, children, dependants, heirs and other stakeholders.
08 / PRIVATE WEALTH, TRUSTS & TAX PLANNING
Private Wealth, Trusts & Tax Planning
Coordinating family relationships, ownership, jurisdictions and succession objectives across domestic and overseas assets.
UPWELL APPROACH
We first map family members, asset types, locations, control relationships and the real succession objectives, then connect the legal, trust and tax questions.
Where an offshore trust, custody or tax work is involved, we coordinate appropriately licensed trustees, local lawyers, tax advisers and other professionals.
HOW WE ASSESS
A practical assessment framework
The label attached to a product or matter is rarely decisive. We focus on what actually happens, who controls it and where the legal and operational connections arise.
Assets and ownership
Verify real estate, companies, financial assets, digital assets and beneficial ownership.
Control and succession
Balance present-day control, protection, incapacity and long-term succession.
Cross-border position
Coordinate residence, tax status, trusts, custody and local professional advice.
CAPABILITIES
Private wealth and family matters
Every structure must be based on the real family relationships, assets, jurisdictions and applicable law rather than a standard template.
Family and asset mapping
Build a clear picture of relationships, ownership, liabilities and objectives.
- Family and asset inventory
- Succession objectives
- Risk-scenario analysis
- Overall planning route
Succession planning
Coordinate wills, inheritance, beneficiary arrangements and contingency plans.
- Will planning
- Heir and beneficiary arrangements
- Estate administration
- Cross-border succession coordination
Offshore trusts and custody
Work with licensed trustees, custodians, tax advisers and local counsel on suitable structures.
- Offshore trust objectives
- Trustee-selection support
- Trust-document coordination
- Protector and beneficiary arrangements
Holding structures
Review companies, partnerships and other vehicles used to own family or investment assets.
- Company and partnership holdings
- Debt and liability exposure
- Asset-protection arrangements
- Family and company governance
Digital-asset succession
Address access, control, security and transfer of wallets and platform-held assets.
- Digital-asset inventory
- Access and control
- Succession instructions
- Platform and custodian coordination
Cross-border tax issue spotting
Identify questions requiring local tax advice and coordinate the relevant professionals.
- Initial tax-residence issue spotting
- Reporting question list
- Structural tax implications
- Coordination with qualified overseas tax advisers
PATHWAYS
A route for family wealth planning
Understand the family, assets and status first, design the legal structure next, then implement the documents and professional arrangements and review them over time.
Family and asset assessment
- Family relationships
- Assets and ownership
- Tax residence and status
- Objectives and risks
Structure and documentation
- Wills and agreements
- Holding structures
- Trust and custody
- Control and distribution
Implementation and maintenance
- Professional coordination
- Execution of documents
- Transfer of assets
- Periodic review and adjustment
This is general information about potential services, not advice or a promise of outcome in any particular matter.