service: Offshore Financial Services

Counterpoint Asset Management

  • Direct offshore investments utilising either offshore allowances, or, where these have been fully utilised, additional offshore transfers through negotiated asset-swaps;
  • Offshore portfolio management of funds held in overseas jurisdictions, including amnistised assets;
  • Estate planning and tax guidance, including either establishing offshore trusts or managing/advising your existing offshore trust assets.

 

All elements of the above services are included in the comprehensive reports provided to our clients. We remain up to date with the constant changes in both legislation and the asset management industry, and the impact these changes have on our clients wealth management strategies.

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