Wealth Protection

The preservation and constructive transfer of wealth is a primary component of a successful wealth management plan. While assets grow over a lifetime, so does the need to consider a variety of products and services to protect  your wealth for the future. A forward-looking and integrated wealth preservation strategy will help ensure a lasting legacy for you and your loved ones. With the input of our Trust and Wealth Structuring Specialists, you can create a clear vision and take advantage of solutions to safeguard your family assets and protect the future of your wealth.

We recognise the value of advance planning and will work closely with you to understand your short and long term objectives and utilise appropriate wealth protection tools to meet them. With access to skilled investment and trust specialists, we can provide you with innovative liquidity and hedging strategies and will work with your tax and legal advisors to help you implement smart trust solutions that address your unique situation and needs. As a client of ThomasLloyd, you gain the security of knowing that your wealth and legacy are protected during your lifetime and for generations to come.

The core services that ThomasLloyd provides are:

• Liquidity and Hedging Strategies:
  
  Through ThomasLloyd, qualified investors have access to complex products and strategies that address your liquidity needs and protect your assets from market volatility. For liquidity needs, ThomasLloyd can help you leverage a concentrated position to generate cash without requiring the immediate sale of your shares or the surrender of dividends or voting rights. If you are unwilling or unable to sell a large, concentrated position in a single security, our investment specialists can help you select an appropriate hedging strategy to reduce downward market exposure.
• Trust Planning:
  
  Backed by ThomasLloyd’s network of seasoned trust planning specialists, we can advise and assist you in establishing trusts and personal holding companies (domestic or international) to help achieve your wealth preservation and transfer goals. Depending on the form and the choice of jurisdiction, a trust is a highly flexible multi-faceted instrument for individualised asset and estate planning. Trusts are a reliable vehicle for protecting wealth for example in the following areas: in uncertain legal systems; where there is a risk of liability  as with a managing director, management board member, or business owner; protect  assets from being carved up by heirs; no successor; or, for persons or families who often live abroad using the trust as an instrument for centralised investment management.