Wealth management

Estate planning

Structuring and planning for the transfer of wealth to future generations in a tax-efficient manner and per the wishes of the settlor.

Retirement planning

Developing strategies to ensure financial security and stability throughout retirement.

Why Reckon?

At Reckon, we prioritise the needs and interests of our clients. We believe in building long-term relationships and delivering personalised services that cater specifically to your financial goals. Our client-centric approach ensures that your best interests are always at the forefront of our decisions and actions.

Who is it for?

· High-net-worth individuals & families

· Corporate treasury advice

FAQ

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Services & support

Accountancy

We offer comprehensive financial management and strategic advice to enhance business performance.

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Corporate financial services

Corporate Financial services include company formation and administration, as well as fiduciary services, ensuring efficient and compliant business operations.

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Family office services

Family Office Services provide holistic support, including asset management, philanthropic advisory, and lifestyle management, to preserve and enhance family wealth.

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Tax planning & advisory

Tax planning and advisory services offer strategies in international tax planning, personal and corporate tax advisory to optimise financial efficiency.

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Trust

A trust is a legal arrangement where a trustee holds assets for beneficiaries. Commonly used for estate planning and asset protection, trusts offer control, security, and flexibility in managing wealth now and for the future.

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