Wealth Management Advisory represents a complex legal and financial service designed for high-net-worth individuals and their families. As Georgia's economy grows, issues of capital protection, effective management, and inheritance become increasingly relevant alongside capital accumulation. This service goes beyond simple bank deposits and includes asset diversification, tax planning, and legal structuring. Wealth management lawyers work alongside client's private bankers and financial advisors to ensure asset security and growth. Legal.ge offers access to experts who will help you legally protect your capital, minimize risks, and optimally manage your property.
What does the Wealth Management service cover?
Wealth management advisory is a multi-layered process that includes the following key areas:
- Tax Planning and Optimization: Determining the client's tax residency, utilizing international double taxation treaties, and structuring assets to lawfully optimize tax liabilities.
- Asset Protection: Separating personal assets from business risks, creating holding companies or trusts to shield property from third-party claims.
- Estate Planning: Drafting wills, establishing structures for managing inherited property, and regulating property relations between family members.
- Legal Audit of Investment Portfolio: Assessing legal risks of investments in real estate, securities, and business shares.
- Family Office Services: Comprehensive legal support for managing all financial and legal affairs of the family.
- Residency and Citizenship Issues: Managing the process of obtaining investment visas, residence permits, and citizenship in Georgia and abroad.