
Wealth Services
Introduction
Our wealth services bring together network of HNWIs who share our values of responsible growth.
Vault’s Wealth services support the structuring, protection and long-term oversight of private wealth through established vehicles in Switzerland and the UAE.
We start with a global review of a client’s assets, existing structures, banking relationships and governance arrangements. Based on this assessment, we design and coordinate a structure that reflects the client’s priorities, risk tolerance and long-term objectives.
Wealth Service
List of Selected Mandates
- Cross-asset structuring
- Tax-efficient structuring
- Ongoing oversight
- Definition of investment objectives and framework
- Support with external manager selection
- Review and coordination of investment mandates
- Governance setup for wealth structures
- Policy and reporting frameworks
- Cross-border compliance coordination
- Private trust companies and protector arrangements
- Succession and asset-protection structuring
- Private banking relationships (Switzerland & UAE)
- Bank onboarding and relationship support
- Coordination between banks and advisors
what we do
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