Protection Planning
Birch is a boutique wealth consultancy firm which acts for ultra high net worth entrepreneurs and families keen to protect their wealth through robust structures, while at the same time giving them and their advisers control. But, Birch does not just create a structure, and let the family get on with it.
UHNW international families have never before been so exposed to investigation and attack. They need to be prepared.
As from 2018, sensitive private financial information is to be exchanged across the globe. From 2020 Beneficial ownership Registration becomes obligatory in many countries. At Birch we understand risks which come with these new regulations and the ways governments and unscrupulous parties – whether within the family or outside, will try to undermine offshore wealth ownership structures. But through our understanding we are able to protect and advise.
Birch will guide you and your executive board on how best to minimise the scope of an investigation, and how and who is best to deal with any and all threats.
We cannot change the past, but we can put you in the right position to deal with the present and the future.