At Lamarck Group, the legacy you leave behind can impact several future generations, setting them up financially and morally and passing on your family goals and ambitions. Building wealth takes time and effort and can be quickly depleted in your lifetime or soon thereafter with poor or imprecise planning. We put you and your family on the right path to ensure your wealth transfer is smooth, maximized and that your family heritage is protected.
Preserving the wealth you have created is a mission in itself. Beneficiaries need to be prepared and educated to take on the responsibility of being custodians of substantial family wealth, and assets need protection from dilution through divorce or other unforeseen events. Many challenges can threaten the continuation of family wealth, and these should be addressed by careful planning, using trusts, and other methods. By working closely with your other advisers and having open discussions, we can develop a plan to address your specific needs.
We are adept at efficiently structuring wealth and ensuring tax mitigation across different tax regimes using open communication and coordination with external advisers. We help optimize your wealth structure to safeguard assets and optimize long-term value, enabling you to keep hold of more of your wealth and fulfill your financial and philanthropic goals.
Wealth planning is about more than protecting wealth during your lifetime. It should ensure that your wishes are honored and that your legacy extends long beyond your life. It should also guarantee the transition to beneficiaries is smooth and planned and minimizes the potential for family conflict. We work closely with you to develop a comprehensive plan that supports your values and vision and ensures your wealth is transferred confidentially and in the way you intend.
Well-organized philanthropy can make a substantial impact and drive change. At Lamarck Group, we support all efforts to make the world a better place within the confines of a well-structured holistic financial plan. Whether you intend to support specific causes close to your heart, established international charities, or set up trusts or foundations, by incorporating philanthropy into your wealth plan, we help you make a meaningful difference.
Our fundamental goal is to protect your wealth, preserve your life's achievements, continue your legacy, and support your philanthropic accomplishments. Our trust and wealth planning services help you navigate the complexities of wealth preservation, knowing that your assets are secure and your wishes will be honored.
Contact us today to protect your wealth and create a lasting legacy.
We Offer
Investment
A disciplined approach to asset allocation and portfolio oversight that allows you to remain fully invested for the long term and manage volatility and risk.
Access to specific markets, sectors, and currencies while targeting desired outcomes such as enhanced participation, yield generation, and capital protection.
All portfolios are constructed to achieve specific goals and give you peace of mind, knowing you are on the right path to achieving your financial goals.
Guiding qualified investors into non-traditional assets, including private equity, cryptocurrencies, initial and secondary public offerings, and hedge funds.
Enabling qualified investors to invest alongside financial institutions and tap into exclusive opportunities that may not be accessible to the broader market.
A community of like-minded individuals committed to making a difference and harnessing the power of capital to drive change and a more sustainable future.
A comprehensive offering of solutions and services to develop strategies that align with your long-term objectives to preserve and grow your family's wealth.
As time passes and you accumulate wealth, we make sure that your financial plan adjusts to take account of changes and unlock the true value of new opportunities.
Focus on what you want your legacy to achieve by understanding your vision, values, and goals and ensuring your giving efforts are directed in the right areas for you.
