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PLANNING THE PATH TO A SMOOTH TRANSITION

A smooth transition from one generation to the next takes planning, sometimes for over a decade.

No one family is the same, but the process we have developed to ensure that your legacy is protected and the next generation's voice is heard, ensures our clients have peace of mind.

Crafting flexibility into the way your wealth is structured is key. We can quickly adapt and change to the needs of your family as you require - providing a full suite of family office services for complex, multi-jurisdictional family requirements.

01 directors & committee members
02 set-up & management of foundations
03 set-up & management of trusts
04 set-up & management of companies
05 re-structuring of assets & wealth
06 company incorporation
07 family office establishment
08 bookkeeping & accounting
09 regulatory & compliance
10 beneficiary management
11 concierge services
12 fund establishment & admin

THE NEXT
GENERATION

EXPLORE OUR OTHER AREAS OF EXPERTISE 
  • ENTREPRENEURIAL WEALTH

    At Palmela, we provide you with the consultation and expert guidance that turn your wealth structure and strategy into a masterpiece.

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  • ALTERNATIVE ASSETS

    Palmela's in-house expertise includes art, real estate, hedge funds and private equity, digital assets and litigation funding.

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  • IMPACT INVESTING

    We’ll help you craft a meaningful legacy, make an impact that resonates with you, and improve our world. 

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