Private Wealth Consulting

Protect. Preserve. Plan with Confidence.

At Vesper & Finch, we provide tailored wealth consulting services to high-net-worth individuals, families, and private clients seeking global financial security, confidentiality, and long-term legacy planning.

Our approach combines strategic jurisdictional structuring with trusted advisory insight to help you grow and safeguard your wealth—privately and intelligently. Whether you are planning succession, restructuring assets, or preparing for cross-border transitions, our services are built around discretion, compliance, and performance.

Wealth Structuring & Trust Formation

Establish international trusts and layered entities to protect your assets, reduce tax exposure, and separate control from ownership while preserving privacy.

 

Asset Protection Strategies

Shield your wealth from legal threats, political instability, or creditor claims using carefully selected jurisdictions and structures.

 

Succession & Legacy Planning

Design multi-generational structures that ensure your wealth is transferred according to your vision—across borders and beyond legal barriers.

 

Residency & Citizenship Planning

Evaluate global tax residency options and dual citizenship programs to reduce tax burden and enhance asset mobility.

 

Investment Holding Structures

Build efficient international structures for managing real estate, equity portfolios, digital assets, or intellectual property.

 

 

International trusts and entities allow for better tax efficiency, asset protection, and cross-border control—especially for clients with global exposure.

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Absolutely. We serve both individual clients and full family office setups, coordinating with investment advisors, attorneys, and accountants.

 

Our Private Wealth Consulting services are generally suited for individuals or families with $1M+ in movable assets or complex cross-border considerations.

Strategic Financial Advisors for High-Net-Worth Clients

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