Wealth Planning

Clients benefit from custom-tailored investment support to enable informed decision making. Cayman’s Investment Advisory services ensure that clients’ investment objectives and risk profiles are taken into consideration.

We offer services towards worldwide settlement of transactions as well as centralised safekeeping and administration of your portfolio.Additionally, comprehensive reporting of individual or consolidated portfolios are provided periodically.

A comprehensive and well considered wealth plan is the key to taking care of your wealth for the long-term and for current and future generations. Our wealth planning team can help you whether you need a thorough review of your finances, or need specific advice on a particular aspect of your wealth planning needs.
Our wealth planning team is fully equipped to have an in-depth discussion on a client’s complete wealth structuring needs including their philanthropic intentions, their need for family governance, probate and estate administration weighed against any tax and legal issues.