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We have helped international families grow and protect their wealth across geographies and generations for over 150 years. Whether you are starting from a blank page or have an investment strategy in place, we have the expertise to advise, design and implement bespoke solutions for you and your family, and help you achieve your long-term wealth ambitions.
Our planning services are designed to:
Structure your wealth to build a robust plan for your future
Support your long-term ambitions after the sale of your business
Create structures that preserve wealth for future generations
Managed in the right way, your wealth can be a tool that helps you achieve your goals. We’re here to help you do just that.
Planning services
Financial Planning
Financial planning is an important component in an effective wealth management and succession strategy. We will help you in tailoring solutions that can provide liquidity at the right moments to protect and preserve your wealth and capitalise on opportunities.
Wealth Structuring
Protecting your wealth is a personal and often complicated decision with many different options to consider. Our dedicated team can help you navigate the complexities and find solutions that are right for you, your family – both now and in the future.
Family Governance
We explore continuity planning, conflict management and succession planning, enabling you to find the best practical solutions across the generations.
Philanthropy
We believe your philanthropy plans and charitable structures belong at the heart of your overall wealth management strategy. With that in mind, our specialists work with you and your advisers, providing advice and support to guide the development and execution of your philanthropic vision.
Family Office Advisory
We can help you to establish the strategic goals and objectives to enable you to maintain close control of the governance of your Family Office. Our Advisory service can help you set and achieve your wealth objectives.
Our Planning solutions
Trusts and fiduciary services
Trusts, foundations and other wealth structures can help you manage complex family wealth. They can help protect your family business and allow your wealth to be managed privately and independently. They can also provide continuity, preserving capital and helping family members enjoy financial benefits across generations.
Insurance
Well-designed insurance solutions can help you deal with unforeseen events, enhance investment efficiency and provide 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.
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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.