Our wealth planning solutions
Company creation and management
Entrepreneurs, investors, traders and other business people often need to set up and operate companies, partnerships, investment vehicles or similar entities in various jurisdictions to support their business activities. When setting up such entities, specific care must be given to tax, business, logistic, geopolitical and other key considerations.Read More ›
Global trends in the areas of combating financial crime, international tax conventions, exchange of information and cross border reporting have made the selection of the jurisdiction, the provision of adequate substance and the rules and governance of such entities more complex and crucial than ever.
Our team of professionals have many years of experience of advising in the process of selecting, setting up and supervising the daily operations of such entities, with specific knowledge and understanding of complex international business structuring and operations, involving issues of tax optimization, transfer pricing, permanent establishment and governance, management and control to name a few.
Structuring Advisory and Project Management
Collectively, our team has an extraordinary wealth of knowledge and experience in addressing the most challenging private and corporate needs in areas such as asset protection, international structuring for holding and operating business interests, tax optimization, IP protection and commercialization, succession planning and more.Read More ›
We provide our clients with holistic advisory and project management services, allowing them to set their long-term goals and objectives while we take care of coordinating the various execution aspects: tax and legal opinions, choice of jurisdiction, local service providers, opening of bank accounts, planning for effective substance, management and control, corporate and family governance, reporting etc.
Our services are focused, efficient and concentrate on what is important to our clients, their businesses and their families. Our advice is practical and pragmatic, focusing on tangible solutions and implementation plans.
Ad hoc advisory and structuring
We like the challenge of a complex and sometimes urgent matter to resolve. Some of our client may call us to advise on a one-time specific transaction or structuring matter that calls for an out of the box thinking to be followed by an efficient and pragmatic action plan and execution.Read More ›
These are the situations that benefit from our wealth of practical business experience gained over many years of acting as advisors as well as principles in many cross-border transactions across business sectors.
Single Family Office (SFOs)
Family offices often employ both family members in management and governance positions and external professionals in execution positions. We assist families in determining the optimal jurisdiction for an SFO, planning its activities, setting it up and overview of its operation, processes…Read More ›
…and procedures to ensure application of family principles and servicing its objectives.
SFO is a legal structure, often a company, providing various services to one family:
- Asset management
- Consolidation reporting
- Management of business activities
- Family governance supervision for asset protection and succession
- Conciergerie services
- Global tax planning and reporting supervision
Family trust is a common and popular vehicle, used principally to protect and manage family assets for its future generations. Under specific circumstances, Family trusts may provide some tax advantages. The concept of a Family trust has its origin in common law, but it became popular worldwide.Read More ›
At the core of a Family trust, there are three parties: a settlor, a trustee and the beneficiaries. The settlor is the person who settles the trust and transfers assets in it. The trustee is the person or entity who manages the assets in the trust for the benefit of the beneficiaries. The beneficiaries are the individuals or entities who receive benefit from the trust, under conditions set by the settlor and observed by the trustee.
We work with individuals and families to identify the type of Family trust they require – jurisdiction, governance, distribution parameters etc. – select their trustees and overview the trust set up process. Further, GMG ME offers regular trust review program to ensure proper governance, documentation, reporting and filing.
Private Trust Company
Private Trust Company (PTC), is a company set up and operated exclusively for one individual or one family, acting as trustee on trust(s) of that individual or family. PTCs offer substantial families the efficiency, discretion and protection of an entity acting exclusively for their benefit.Read More ›
We assist clients in setting up their PTC – jurisdiction, governance, distribution parameters etc. –, defining their working processes and overviewing their ongoing operations.
A foundation is a legal entity which manages assets for beneficiaries, with beneficiaries often being limited to members of the founding family, or specific charity and non-profit purposes.Read More ›
A family foundation must be founded by a person (the founder), which must also set down the foundation’s statutes…
A board of directors manages the foundation and its assets in keeping with the foundation statutes. Advisors to the board may also be appointed by the founder to oversee the board.
Similar to trusts, foundations may offer asset protection, wealth and succession planning and tax advantages in some jurisdictions. Family foundations under continental civil law can be used to accomplish similar functions to trusts under common law, but unlike trusts they are legal entities rather than contracts.
Foundations are different from trusts in that family members are often involved in the day-to-day governance of the foundation through participation in its board of directors.
GMG ME assists clients in setting up foundations – jurisdiction, governance, distribution parameters etc. –, defining their working processes and overviewing their ongoing operations.
Trading platforms (commodities)
We advise clients trading with various commodities on optimizing their international trading operations via established trading platforms, centralizing logistics, invoicing and collection, minimizing risk and safeguarding holding, commercial discretion and other key business interests.Read More ›
Currently, we operate trading platforms in both Europe and the Middle East, providing access to major markets globally from both supply and demand sides.
Planning your wealth with us
The goal of wealth planning is to piece together the future of your family succession planning, businesses and finance. No client’s needs are the same, so we offer specific guidance and tailored solutions to ensure you meet your objectives in the above fields.
No prepacked solutions
Our dedicated team will work methodically to understand your situation and goal(s). Every client has a unique set of circumstances that no one package can address. That’s why every solution we provide is tailored to your conditions, to address your specific needs.
We operate with full transparency and we provide total accountability for our services.
Simple and effective process
We understand that time is the most important commodity of all. We make sure our process remains timely and efficient, with a consistent line of communication between you and your advisor.