Estate & Succession Planning

Amicorp offers a broad range of estate and succession planning solutions. These solutions allow families to transition their wealth from one generation to the next. Our professionals includes experienced wealth structurers and business developers, knowledgeable in fulfilling the needs of families and in structuring these families' worldwide assets in a way that protects the wealth and interests of their future generations.

Our Private Client team has access to the full range of Amicorp's offering, ideas and global network, including its third party offering. We practice the exchange of know-how with an extensive peer network of fiduciary, legal, and tax advisory contacts.

We go to great lengths to offer families maximum value and personalized service. We are at the forefront of delivering assurance services and compliant solutions, supported by our secure industry leading IT infrastructure and systems.

With our experience, the right attitude and trusting relationship with our clients, the Private Clients team can increase the chances of an efficient and successful transfer of family assets to the next generations.


Our services

  • Estate and Succession Planning:
  • In coordination with tax, inheritance, and estate law experts, Amicorp can establish and administer estate planning and succession structures for global families. We are uniquely positioned to complement intermediary solutions in investment structuring, trade transactions, asset protection, tax planning, business and family succession, and estate planning. We can also protect clients' assets against excessive financial claims. We provide trust, foundation, company and partnership solutions from the following jurisdictions: The Bahamas, Barbados, BVI, Cayman Islands, Curaçao, Delaware, Hong Kong, India, Luxembourg, Malta, Mauritius, the Netherlands, New Zealand, Singapore and the United Kingdom.

    We also provide life insurance solutions, through our own life insurance company, AmiLife, and through our life insurance brokerage services. AmiLife offers Single Premium Life Insurance, a flexible approach to estate planning for high-net-worth individuals and entrepreneurs, allowing them to define a legacy plan tailored to their family’s current needs whilst retaining the flexibility to adjust the plans according to any future changes in family circumstances and the external environment.

    For more information on these services, please visit Amilife Flexplan.

  • Relocation and Immigration Services:
  • Supporting families in selecting their new place of residence, based on preferences of the families, lifestyle, education establishments, medical facilities, as well as providing structuring solutions for any assets or businesses which remain in their country of origin. We work with and have an extensive network of property specialists, legal professionals, tax authorities, and global medical insurance providers in several jurisdictions.

  • Family Office Support Services:
  • For specific groups of ultra-high-net-worth families, Amicorp provides private office services that are independent from any banking and asset management relations the client may already have. We assist in the set-up of a single family office or selection of a multi-family office provider. We provide fiduciary and administrative support, IT support, wealth consolidation reports, mapping of client and families' legal structures and tangible assets.

  • Philanthropy:
  • Assistance in search and selection of philanthropy causes in coordination with Amicorp's Corporate Social Responsibility team.

  • Marine & Aviation for private use:
  • Coordination with specialists in the maritime and aviation field with regards to registration, liaison with local authorities, insurances and maintenance of the vehicles.


Our professionals

Geralda Buckley

PRIVATE CLIENTS

Geralda Kral-Buckley

g.buckley@amicorp.com
+41 44 252 08 80

EUROPE

  • Pablo Sandonato
    Senior Business Development Manager
    Latin America and Iberian markets
    p.sandonato@amicorp.com
    +41 44 252 08 80


  • Mukhamed-Ali Kurmanbayev
    Manager Business Development
    UK, Eastern Europe and Middle East markets
    m.kurmanbayev@amicorp.com
    +44 207 977 1251