Global Advisory for the Private Clients
High-net-worth individuals (HNWIs) and private clients face complex financial and legal challenges that require specialized services. At Financial Keepers, we collaborate with esteemed law firms to offer bespoke fiduciary, tax, and legal advisory services. Our comprehensive approach ensures seamless wealth management, generational succession, and global mobility. Whether you’re setting up a family office, managing tax liabilities across jurisdictions, or planning philanthropic endeavors, our tailored solutions are designed to meet your unique needs.
WHAT WE OFFER
An approach tailored to your business and your needs
Our results-driven approach has effectively addressed numerous challenges in your sector, allowing you to focus on your core business with a transparent, high-performance service tailored to your specific needs.
HOW WE MAKE IT POSSIBLE ?
- Definition of a global tax and legal strategy
- Succession planning and family governance
- Simplifying management with a global one-stop-shop service
- Setting up and managing family offices
- Enhancing performance through technology and innovation
- Bringing a unique, human and local approach
Definition of a global tax and legal strategy
Effective tax planning and legal governance are essential for high-net-worth individuals. Financial Keepers offers tailored tax strategies and legal frameworks that ensure compliance with international laws, optimize tax outcomes, and provide a solid governance structure for your assets.
Customized Tax Strategies
We develop and execute personalized tax strategies that align with your personal and family goals. By mapping your assets across jurisdictions, we help you navigate complex tax laws and optimize your tax liabilities.
Key Features:
- Comprehensive Asset Mapping
- Tailored Tax Planning
- Cross-Jurisdictional Tax Optimization
- International Tax Compliance
For further information : Tax & Legal Advisory
Tax Compliance and Dispute Resolution
Remaining compliant with international tax authorities is critical for high-net-worth individuals. Financial Keepers provides full tax compliance services, ensuring that all obligations are met. In cases of disputes with tax authorities, we offer expert support in resolving these matters swiftly.
Key Features:
- Global Tax Compliance Frameworks
- Governance Structure Implementation
- Resolution of Tax Disputes
- International Tax Audits Support
For further information : Tax & Legal Advisory
Legal Advisory and Governance
High-net-worth individuals often require sophisticated legal frameworks to protect their assets and family interests. Financial Keepers works with leading legal professionals to create governance structures that safeguard your wealth while ensuring flexibility and compliance with international regulations.
Key Features:
- Asset Protection Legal Frameworks
- Governance Structure Creation
- Legal Compliance Across Jurisdictions
- Family Governance Advisory
For further information : Tax & Legal Advisory
Wealth Structuring and Preservation
Long-term wealth preservation is a key priority for high-net-worth individuals. Financial Keepers helps structure your wealth in a way that minimizes tax exposure and legal risks while preserving your family’s assets for future generations.
Key Features:
- Tax-Efficient Wealth Structuring
- Estate and Succession Planning
- Trusts and Foundation Creation
- Long-Term Wealth Preservation Strategies
For further information : Tax & Legal Advisory
Succession planning and family governance
Ensuring the seamless transfer of wealth across generations requires careful planning and the establishment of family governance mechanisms. Financial Keepers offers comprehensive succession planning services designed to preserve family wealth and values for future generations.
Succession Planning and Estate Transfer
Financial Keepers provides tailored succession planning services that help you manage the transfer of wealth to future generations in a tax-efficient and legally compliant manner. We ensure that your estate is distributed according to your wishes while minimizing tax liabilities.
Key Features:
- Generational Wealth Transfer Strategies
- Estate Planning and Trust Creation
- Minimization of Inheritance Taxes
- Succession Law Compliance
For further information : Tax & Legal Advisory
Family Governance Structures
Establishing clear family governance structures helps maintain family unity and ensures that wealth is managed according to shared values and long-term goals. Financial Keepers assists in creating robust family governance frameworks that guide decision-making and ensure transparency.
Key Features:
- Creation of Family Constitutions
- Governance Structure Implementation
- Conflict Resolution Mechanisms
- Family Wealth Preservation Strategies
For further information : Tax & Legal Advisory
Wealth Preservation and Risk Management
Preserving wealth over generations requires proactive risk management strategies. Financial Keepers offers expert advisory services on protecting your assets from market volatility, legal disputes, and unforeseen risks, ensuring long-term sustainability.
Key Features:
- Risk Management for Family Wealth
- Legal Risk Mitigation
- Diversified Investment Strategies
- Family Asset Protection
For further information : Tax & Legal Advisory
Philanthropy and Social Impact
Many high-net-worth individuals wish to create a lasting social impact through philanthropic endeavors. Financial Keepers helps design and implement philanthropic strategies that align with your family’s values and long-term vision, ensuring that your charitable activities are structured efficiently and effectively.
Key Features:
- Philanthropic Strategy Development
- Tax-Efficient Philanthropy Structuring
- Creation of Foundations and Trusts
- Alignment with Family Values and Vision
For further information : Tax & Legal Advisory
Simplifying management with a global one-stop-shop service
High-net-worth individuals often require support for global mobility, including tax and legal considerations when relocating or managing assets across multiple jurisdictions. Financial Keepers offers expert advisory services to help manage global residency, taxation, and compliance issues for individuals and their families.
Multi-Jurisdictional Tax Advisory
Managing taxes across multiple jurisdictions is a challenge for internationally mobile individuals. Financial Keepers provides multi-jurisdictional tax advisory services, ensuring compliance with local tax laws and optimizing your global tax liabilities.
Key Features:
- Multi-Jurisdictional Tax Compliance
- Cross-Border Tax Strategy
- Double Taxation Avoidance
- Global Tax Reporting
For further information : Tax & Legal Advisory
Immigration and Relocation Support
Relocating internationally involves navigating complex immigration laws and tax implications. Financial Keepers offers full immigration support services, including visa applications, residency planning, and citizenship processes, ensuring a smooth transition for you and your family.
Key Features:
- Visa and Residency Application Support
- Tax Planning for Relocation
- Citizenship and Naturalization Assistance
- Relocation Advisory for Families
For further information : Tax & Legal Advisory
Global Asset Management
Managing assets across multiple countries requires a coordinated approach. Financial Keepers helps you manage and optimize your global assets, ensuring that they are compliant with local regulations while maximizing returns and minimizing tax exposure.
Key Features:
- Global Asset Optimization
- International Property Management
- Cross-Border Investment Strategies
- Regulatory Compliance for Assets
For further information : Tax & Legal Advisory
Citizenship by Investment Advisory
For individuals seeking alternative citizenship or residency through investment programs, Financial Keepers offers advisory services that help you choose the best options available globally, ensuring that your investment aligns with your personal and financial goals.
Key Features:
- Citizenship by Investment Program Selection
- Residency by Investment Advisory
- Global Citizenship Planning
- Investment Management for Residency
For further information : Tax & Legal Advisory
Setting up and managing family offices
For high-net-worth individuals and families, establishing a family office is an effective way to centralize the management of their wealth, investments, and financial planning. Financial Keepers offers comprehensive services to help create and manage family offices, ensuring that your financial affairs are handled professionally and efficiently.
Family Office Design and Setup
Setting up a family office requires careful planning and execution. Financial Keepers provides advisory services to help design and establish a family office that meets your specific needs, from investment management to day-to-day operations.
Key Features:
- Tailored Family Office Setup
- Governance and Management Structures
- Centralized Wealth Management
- Tax and Legal Advisory for Family Offices
For further information: Operational Excellence
Family Office Management and Oversight
Once your family office is established, ongoing management is essential for its success. Financial Keepers offers family office management services, including financial oversight, asset management, and compliance monitoring, ensuring smooth operations and long-term success.
Key Features:
- Financial and Operational Management
- Investment Oversight and Reporting
- Family Office Administration
- Compliance and Risk Management
For further information: Risk Management
Strategic Review and Performance Optimization
To ensure that your family office is operating efficiently and meeting your goals, Financial Keepers offers strategic reviews and performance optimization services. We regularly assess your office’s performance and make recommendations for improvements.
Key Features:
- Ongoing Strategic Reviews
- Performance Benchmarking
- Operational Efficiency Improvements
- Financial and Investment Strategy Optimization
For further information : Tax & Legal Advisory
Philanthropy and Family Legacy Planning
For families with philanthropic goals, Financial Keepers helps integrate charitable initiatives into the family office structure. We also assist with legacy planning, ensuring that the family’s wealth and values are passed on through generations.
Key Features:
- Philanthropy Strategy Development
- Family Legacy Advisory
- Tax-Efficient Charitable Giving
- Foundation and Trust Creation
For further information : Tax & Legal Advisory
Bringing a unique, human and local approach
At Financial Keepers, we prioritize a personalized, human-centric approach tailored to the specific needs of each client in the industry sector. Our local presence ensures that we are always accessible and available to provide immediate support, fostering strong, long-term relationships built on trust and reliability. By understanding regional market dynamics and being deeply engaged with the community, we offer relevant insights and customized solutions that help local businesses thrive. Our dedicated support team, acting as a single point of contact, ensures consistent communication and a deep understanding of your business needs.
Personalized Service Tailored to Your Needs
At Financial Keepers, we prioritize understanding the unique needs of each client. Our team provides personalized services specifically designed to address the challenges faced by businesses in the private clients sector. By building strong, long-term relationships with our clients, we ensure that our solutions are aligned with your business goals and operational requirements.
Key Features:
- Customized solutions based on client-specific needs
- Deep understanding of the industry sector
- Long-term client relationship management
- Alignment with business goals and requirements
For further information : About us
Proximity and Accessibility
We believe in maintaining close proximity to our clients. Our local presence ensures that we are always accessible and available to support you when needed. This approach allows us to respond quickly to your queries and provide on-site assistance, fostering a sense of trust and reliability. Being local means we understand the regional market dynamics and can offer insights and solutions that are relevant and effective.
Key Features:
- Local presence for immediate support
- Quick response to client queries
- On-site assistance as needed
- Understanding of regional market dynamics
For further information : About us
Dedicated Support Team
Our dedicated support team is committed to providing you with the highest level of service. We assign a single point of contact who will manage all your interactions with Financial Keepers. This ensures consistency in communication and a deep understanding of your business, allowing us to deliver customized solutions that meet your specific needs. Our support team is always ready to listen to your concerns and provide timely and effective solutions.
Key Features:
- Single point of contact for personalized service
- Consistent communication with clients
- Deep understanding of client business needs
- Timely and effective solutions
For further information : About us
Community Engagement and Understanding
As a local firm, we are deeply engaged with the community and understand the unique challenges and opportunities within the local market. We leverage this understanding to provide services that not only meet but exceed your expectations. Our involvement in the community also means we are invested in your success and are committed to helping local businesses thrive.
Key Features:
- Deep community engagement
- Understanding of local market challenges and opportunities
- Services that exceed client expectations
- Commitment to local business success
For further information : About us
Enhancing performance through technology and innovation
Financial Keepers leverages cutting-edge technology and innovative solutions to enhance your business performance in the private clients sector. Our advanced tools, including real-time data analytics, automated financial reporting, and integrated inventory management systems, streamline your operations and improve efficiency. We are committed to continuous improvement, regularly updating our systems to incorporate the latest advancements and industry best practices. By providing deep insights through data-driven decision-making, we empower you to make strategic choices that boost profitability and maintain a competitive edge.
Cutting-Edge Technological Tools
Financial Keepers leverages the latest technological advancements to enhance your business performance in the private clients sector. Our suite of cutting-edge tools includes advanced accounting software, real-time data analytics, and automated financial reporting systems. These tools provide you with accurate, timely information that is crucial for making informed business decisions. By integrating technology into your operations, we help streamline processes, reduce errors, and improve overall efficiency.
Key Features:
- Advanced accounting software
- Real-time data analytics
- Automated financial reporting systems
- Accurate and timely information
For further information : Operational Excellence
Innovative Solutions for Operational Efficiency
Our innovative solutions are designed to optimize your business operations. From automated payroll processing to integrated inventory management systems, we offer a range of tools that simplify complex tasks and save you valuable time. Our technology-driven approach ensures that you can focus on your core business activities while we handle the administrative and financial complexities.
Key Features:
- Automated payroll processing
- Integrated inventory management systems
- Simplification of complex tasks
- Time-saving tools
For further information : Operational Excellence
Continuous Improvement through Innovation
At Financial Keepers, we are committed to continuous improvement and innovation. We regularly update our systems and processes to incorporate the latest technological advancements and industry best practices. This proactive approach ensures that your business remains competitive and can adapt to changing market conditions. We also offer ongoing training and support to help you make the most of our innovative solutions.
Key Features:
- Regular system and process updates
- Incorporation of latest technological advancements
- Adherence to industry best practices
- Ongoing training and support
For further information : Operational Excellence
Data-Driven Decision Making
Our advanced data analytics capabilities provide you with deep insights into your business performance. By analyzing key metrics and trends, we help you identify opportunities for growth and areas for improvement. Our data-driven approach allows you to make strategic decisions that enhance profitability and drive business success. With Financial Keepers, you can be confident that you have the information and tools needed to stay ahead of the competition.
Key Features:
- Deep insights through data analytics
- Analysis of key metrics and trends
- Identification of growth opportunities
- Strategic decision-making support
For further information : Operational Excellence
Services
Accounting Outsourcing
Streamline Financial operations with our dedicated outsourcing services for efficient business management
Payroll Administration
Simplify HR complexities with our comprehensive payroll and administrative management
Tax & Legal Advisory
Get strategic, tailored tax and legal advisory services across various industries, ensuring compliance, optimization, and efficient tax structures
Business Administration
Benefit from business administration services designed to support every stage of your company’s life cycle
Corporate Advisory
Navigate your financial landscape with our expert corporate advisory and real-time strategic analysis
Human Ressources Outsourcing
Get comprehensive human resources outsourcing services tailored to meet the evolving needs of your company
Financing Advisory
Financing is crucial for the growth and success of your business. Be provided with tailored solutions that meet your specific needs
Operational Excellence
Optimize your internal processes through our specialized auditing and operational improvements
Financial Audits & Special Reports
Ensure financial integrity and compliance with our thorough financial and anti-money laundering audit services
Risk Management
Safeguard your business with our comprehensive risk management strategies, mitigating financial and operational risks