Investing for the long term; capital preservation; optimized returns and ethical activities are the four pillars of our philosophy.
By appropriately understanding existing, and also planned, legislation we can help lower your tax burden connected with owning a business or with investment activity. This tax optimization will allow you to generate even more assets for your estate.
From advice for asset allocation, to discretionary management and wealth planning services, we will respond to your specific requirements with the support of recognized professionals.
Based on your family's values and overall vision,at Bethel Finance, we will devise customized solutions to help you meet your goals in a tailor-made Family Office.
We understand you are unique, and therefore we strive to spend the time needed to understand your long term objectives and then suggest to you suitable investment plans.
Our "platform" provides a structured approach to Family Office "best-practice"; we call this our "Tableau-of-Contents" ' and it includes:
Developing a Family 'Road Map'
- Setting up a Family Office Family Governance
- Family Office Structures
- Wealth Structuring & Succession Planning
- Investment Law & Tax
- Philanthropy
- Family dynamics
- Trust of Foundation set up
- Offshore incorporation
With Bethel Finance you will find certainly a better way to run the Family's affairs..
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