Private Client Services for a Secure Financial Legacy

At Accuvise, we understand the importance of protecting, preserving, and distributing your wealth to secure a lasting financial legacy for you and your loved ones. We are excited to present our exclusive offer for our Private Client Services, meticulously designed to meet your unique financial goals and aspirations.

Tailored Solutions for Your Financial Goals

We offer a diverse range of solutions, including trusts, companies, and foundations, as highly effective vehicles to achieve your private wealth management and succession planning objectives. Our team is dedicated to helping you establish a robust and secure structure, ensuring your assets and family legacy are protected for generations to come.

Expert Guidance from Top Professionals

You can rely on our team of trust, company, and foundation administrators, as well as skilled lawyers and accountants, to craft solutions that fully comply with all legal and regulatory requirements. Working in close collaboration with a network of lawyers, tax consultants, auditors, and investment professionals, we offer an integrated approach to cater to all your financial needs.

Our Private wealth structuring solutions include

Trust Services
  • Estate & succession planning services
  • Establishing the trust
  • Trust administration
  • Trustee services
  • Protector services
  • Enforcer services
  • Accounting and financial reporting
  • Cash management
  • Compliance
  • FATCA and CRS reporting
  • Tax services
Foundation Services
  • Establishing the foundation
  • Providing council members
  • Administration services
  • Accounting and financial reporting
  • Cash management
  • Compliance
  • FATCA and CRS reporting
  • Tax services
Corporate Services
  • Establishing the company
  • Registered address services
  • Provision of directors and corporate secretary
  • Corporate Administration
  • Accounting and financial reporting
  • Cash management
  • Compliance
  • FATCA and CRS reporting

Get in touch

Request a Callback

We’d love to hear from you. At Accuvise we pride ourselves with the prompt responsiveness and professional approach of our team, Feel free to Comment or send your question through the form provided or book an appointment and we shall revert back to you at your convenience.

clientservices@accuviseltd.com +230-260-2644