Private Client, Foundations and Trusts
Your trusted partner to protect and grow assets for future generations
At Andco, we specialise in providing tailored solutions for private clients, foundations and trusts.
Using Andco’s extensive expertise to oversee, preserve and protect your wealth will unlock exciting possibilities for future generations.
In times of political turbulence and economic disruption, we work with clients to create structures that provide a safe haven for wealth and high value assets.
Our experienced team works closely with clients and external advisors to develop personalised wealth and asset management strategies to target specific financial goals and aspirations.
Using our proven expertise in establishing and administering trusts and foundations, Andco’s dedicated professionals assist clients in structuring and implementing such entities to protect and preserve their wealth for future generations. With meticulous attention to detail and adherence to regulatory requirements, we ensure the smooth administration of trusts and foundations, including compliance, accounting, and reporting obligations.
Effective estate planning and succession strategies are crucial for preserving wealth and ensuring a smooth transfer of assets. Our team works closely with clients and advisors to develop tailored estate plans that align with their wishes and objectives. We provide guidance on tax-efficient structures, family governance and philanthropic considerations to help clients successfully navigate complex legal and regulatory frameworks.
The ever-evolving landscape of compliance and regulatory requirements can be challenging. Our experts stay up to date with the latest regulations and provide comprehensive support to ensure the structures remain compliant. Andco offers guidance on reporting obligations, anti-money laundering measures and other regulatory matters, providing peace of mind to our clients.
We assist clients in fulfilling their philanthropic goals and making a positive impact on society. Andco’s philanthropic advisory services help clients develop effective charitable giving strategies, establish charitable foundations, and ensure compliance with applicable laws and regulations. We work closely with clients and their advisors to align their philanthropic endeavours with their values and maximise the impact of their charitable contributions.
We recognise the sensitivity of personal and financial information and prioritise confidentiality and privacy. Our robust data protection measures and secure systems ensure that client information is handled with the utmost care and discretion. Clients can trust us to safeguard their confidential information and provide a secure environment for their financial affairs.