SERVICES
Portfolio Management
Tax Planning
Estate Planning
Philanthropy
Due Diligence
Dispute Resolution
Our suite of services is meticulously crafted to cater to the intricate financial needs of high-net-worth families. We provide services in portfolio management, philanthropy, tax and estate planning, due diligence, and dispute resolution, underpinned by a commitment to excellence, ensuring that each aspect of our clients’ wealth is handled with utmost precision and care.
Portfolio Management
At Invigor Partners, portfolio management transcends the traditional boundaries of financial stewardship. We believe in a dynamic approach that encompasses not just wealth preservation but also strategic growth. Our methods integrate state-of-the-art technology with time-honoured investment principles, ensuring that our clients’ portfolios are both resilient and progressive.
Our portfolio management is characterised by a blend of liquidity considerations and tax-efficient strategies, acknowledging the importance of accessible wealth in times of need and minimising tax liabilities. We leverage advanced analytics and AI technology to provide valuable insights, optimising portfolios to balance risks and returns while maximising long-term growth.
Estate Planning
Estate planning at Invigor Partners is an art as much as it is a science, ensuring the seamless transfer of wealth across generations. Our bespoke strategies are crafted to reflect each client’s unique circumstances, values, and aspirations. Employing a combination of legal structures, such as trusts and wills, we create robust frameworks that protect assets from undue taxation and legal complexities.
This service is underpinned by a deep understanding of both local and international estate laws, providing clients with peace of mind that their legacy is secure. Our holistic approach addresses not only the financial aspects of estate planning but also the emotional and relational dynamics, ensuring a legacy that aligns with our clients’ deepest values and contributes to their family’s enduring prosperity.
Tax Planning
At Invigor Partners, tax planning is a sophisticated exercise in foresight and strategy, designed to optimise clients’ financial profiles while adhering to compliance frameworks. Our approach is proactive, encompassing a thorough analysis of the current tax landscape and its implications for individual wealth. By integrating innovative tax strategies with traditional planning methods, we ensure that our clients benefit from efficient tax structures that enhance their financial health over the long term.
Our experts employ comprehensive models to simulate various tax scenarios, applying advanced algorithms that consider global tax regulations and potential risk factors. This allows for the identification of opportunities to reduce tax liabilities within specific legal frameworks, ensuring clients’ assets are protected and their future liabilities minimised. Our strategic advice covers global income, estate taxes, and potential tax reforms, offering a bespoke service that is as dynamic as the markets in which we operate.
Due Diligence
Due diligence at Invigor Partners relies on a meticulous process of analysis and verification. Our approach is comprehensive, covering every potential investment to safeguard against unforeseen risks. We delve into the financial, legal, and operational facets of investment opportunities, leveraging our extensive network and in-depth industry knowledge.
We strive to ensure that every investment aligns not only with our clients’ financial goals but also with their values and long-term vision. This thorough vetting process is crucial in a landscape where investment opportunities are vast but vary greatly in quality and suitability.
Dispute Resolution
Our approach to dispute resolution is founded on a philosophy of preserving relationships and safeguarding assets. At Invigor Partners, we understand that disputes, whether within families or in the business realm, can be complex and emotionally charged. Our team of experts approaches each case with sensitivity, aiming for resolutions that are equitable and sustainable.
Our strategy involves a detailed understanding of the dispute’s nature, followed by a tailored approach that may include mediation, arbitration, or legal proceedings. Here, the objective is to reach a resolution that upholds the interests of our clients while maintaining the integrity of their assets and relationships.
Philanthropy
Our philanthropic services are designed to create meaningful impact through strategic giving. We partner with clients to translate their philanthropic visions into actionable plans that not only benefit society but also resonate with their personal or family values. Our service extends beyond the mere distribution of wealth, focusing on creating sustainable change through targeted investments in causes and organisations.
Our team works closely with clients to identify opportunities that align with their philanthropic goals, leveraging our network to uncover initiatives where contributions can have the greatest impact. We also offer guidance on establishing private foundations or contributing to existing ones, ensuring that every act of giving is both impactful and rewarding. Through strategic philanthropy, we help clients fulfil their desire to contribute to a better world, ensuring their legacy is felt beyond the confines of their estate.
