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Wealth planning services

From setting up and closely monitoring smaller investment funds to coordinating large-scale philanthropic acts and engaging in regular charitable donations, creating a bespoke wealth plan that’s tailored to growing you and your family’s assets takes time and dedication. But with our experienced wealth planning team at your side, you’ll have the knowledge you need to start working towards your long-term financial goals.

Wealth management planning for the future

Thanks to long-established practices and a hard-working commitment to seeing our clients’ financial visions come to light, we’ve had the privilege of helping countless international families grow and protect their wealth across multiple different geographies and generations for over 150 years.

Whether you’re starting your financial planning journey with a blank page, or you need tailored banking solutions in place to make your wealth work harder for you, our wealth planning team have the expertise to advise, design, and implement custom-made wealth planning solutions for you and your family to seamlessly achieve your long-term financial ambitions.

Our wealth planning services are designed to:

Structure your wealth by building a robust plan for your future.

Support your long-term ambitions after the sale of your business.

Put structures in place to preserve your wealth for future generations.

When managed in the right way, your wealth can become a powerful tool to help you achieve your future goals – and we’re here to help you do just that!

Our dedicated wealth planning services:

We can provide our clients with a range of wealth planning solutions, each of which is designed to provide you with the firm foundations and financial planning structures you need to promote greater wealth generation going forward:

Financial wealth planning

Financial wealth planning is an important component in an effective wealth management and succession strategy. We’ll help you form tailored solutions that can provide essential liquidity at the right moments to protect and preserve your wealth, and capitalise on new financial opportunities.

Wealth structuring

Protecting your wealth is a personal and often complicated decision, one with many different options to consider. Our dedicated wealth planning team can help you navigate the complexities of this environment and find the solutions that are right for you and your family – both now, and in the future.

Family Governance

With decades of experience around the world , we’re able to explore various forms of continuity planning, conflict management, and succession planning strategies, enabling you to find the best practical solutions for transferring your wealth across future generations.

Philanthropic services

We know that your philanthropy plans and charitable structures belong at the center of your overall wealth management planning. That’s why our specialists will work with you and your advisers to develop and execute your philanthropic vision.

Family Office advisories

Using our expertise, we can provide wealth planning solutions that can help you establish strategic goals and objectives, enabling you to maintain close control of the governance of your Family Office.

Trusts and fiduciary services

Trusts, foundations, and other wealth management structures can help you seamlessly handle complex family wealth, helping to protect your family business and allowing your wealth to be managed privately and independently. Such plans can help provide continuity, preserving capital and helping family members enjoy financial benefits across generations.

Insurance services

Well-designed insurance solutions are there to help you deal with any unforeseen events that might impact you and your family, while also enhancing investment efficiency and providing significant estate planning benefits.

Planning for the future

 

Expertise and insight to help you plan your wealth for the future

 

Whether you’re looking to branch out into new financial ventures, build a long term wealth plan or simply unsure on who you need to include in the conversation, HSBC Global Private Banking is the partner to help you find the right path for you. 

Passing on your business

 

Where to start when you are considering selling your business

 

Selling a business is more than a transaction. Explore Global Private Banking insights to help define your path to a successful exit.

Selling your business

 

Where to start when you are considering selling your business

 

Selling a business is more than a transaction. Explore Global Private Banking insights to help define your path to a successful exit.

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