WHO WE ARE
Suricata provides wealth structuring, consultancy and management services to sophisticated private clients and institutions. We specialize in planning for cross border transactions, solutions for holding and managing non-financial assets and tailored structures for high net worth individuals, entrepreneurs and international families. We work with select partners and trusted referrers.
WHAT WE CAN DO
We specialise in the administration of complex illiquid assets such as operating companies, real estate portfolios, marine assets and financial instruments.
Suricata has the expertise to deal with the challenges of large portfolios of varied assets that cross multiple jurisdictions. Often we help to design and implement a family constitution/governance process to define how assets and income are to be deployed.
For our clients, effective succession and legacy planning not only ensures the protection of their wealth but delivers them the peace of mind that their assets will be transferred to following generations in the way they intended.
Our understanding of the tax legislation in numerous countries and how they interface with other tax-efficient jurisdictions enables us to offer clients creative and competitive tax solutions.
In addition to the implementation of new structures, Suricata’s specialists provide a governance and health-check service for existing structures to ensure they meet legal and compliance requirements and adhere to efficient taxation and best-practice corporate governance policies.
We are also able to access our global network to provide assistance in such areas as property financing, banking and investment management solutions.
If you require additional information, please complete the form and one of our specialists will revert to you at the earliest opportunity.