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Wealth planning

It’s important to protect your wealth for yourself, your family and future generations. We help you create the future you want for your family and your legacy.

For over 75 years, we have served generations of international families playing a pivotal role in the organisation and effective transfer of family wealth. We stand out amongst our competitors for having the capability to advise, design and implement bespoke solutions for clients.

Our wealth planning team is fully equipped to have an in-depth discussion on a client’s complete wealth structuring needs, their philanthropic intentions, their need for family governance, family business succession, probate and estate administration weighed against any tax and legal issues.

Most importantly, we emphasise that our solutions are structured appropriately to suit the client’s needs and these solutions are not limited to a client’s portfolio at HSBC. We place great emphasis on considering the entirety of a client’s assets and how a planning solution will work in the context of these together with the family dynamics. 

Wealth planning


It makes sense to protect your wealth - for yourself, your family and future generations. How you go about this is a personal decision and a complex one, with many issues to consider that our highly qualified team can support you with.


There are many challenges in managing and distributing a significant and international estate. We can help you identify the best solution for administering and distributing your wealth, during your lifetime and beyond.


Administering trusts and other wealth planning structures is a significant professional commitment that may last generations. We can provide the administrative capabilities and expertise you need to protect and grow your wealth.


Liquidity planning is an important component in an effective wealth management and succession planning strategy. We will help you in tailoring solutions that can provide liquidity in the future to enable you to protect and preserve your wealth across generations.


Private funds can help simplify complex financial arrangements, consolidating wealth whilst satisfying the needs of the wider family which may have different investment needs and preferences.

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