Wealth Management
Windsor’s Wealth Management services are at the core of our offering. Amongst the many benefits of this service are the following:
Succession and inheritance planning – Clients can clearly articulate the manner in which they would like their assets administered or distributed during their lifetime, in the event of incapacitation, and after their death.
Organisation of wealth/assets – As service provider Windsor can hold investments and other assets on behalf of clients, and administer these assets with complete discretion, or with the advice/instructions from the Client. This organization can be achieved with a simplistic corporate structure or a more complex structure depending on the client’s needs. Clients with assets globally benefit greatly from this feature, in addition to clients wanting to segregate assets for personal and/or professional purposes.
Consolidation of Assets – Bringing certain assets into one vehicle proves advantageous to many clients, not only from a tax perspective, but also from the standpoint of centralizing client’s affairs to provide more transparency, and accountability.
Fiscal planning – taxation is at the core of financial services globally. Windsor works very closely with a client’s tax advisor to create and administer the most tax efficient vehicle/structure on the client’s behalf, driven by the laws of the client’s home country
Concierge Services
Organisation of care for elderly and disabled – The scope of many Trustees and fiduciaries extend within the four walls of an institution. We are committed to ensuring that our obligation to look after our clients in health, and sickness is taken seriously. We have experience in organizing caregivers and other necessities to effectively administrate health care needs of our clients. In this respect it is important that Windsor is made aware of the level of involvement the client expects.
Bill payments & handling – This benefit is customary in managing corporate and fiduciary affairs on behalf of clients. It is important to note that all expenses incurred under a structure created by Windsor will be paid and administered by Windsor, unless special arrangements are negotiated between Windsor and the Client.
Assistance with Residency & citizenship – We work closely with the Department of Immigration to ensure that their requirements are met. This removes a considerable burden from the client.
Assistance with real estate acquisitions – We facilitate the purchase, review and execution of all documents related to property purchase. We also identify and work with reputable lawyers to ensure the interest of the client is protected