The services we offer are customized and always based on individual clients’ specific needs and goals. Among others, we could provide any of the following services:
Wealth Preservation,
Tax Planning &
Succession Planning
This includes creating a link between the current and next generation, designing and establishing corporate governance that could involve discretionary trust(s) and reputable, top-rated Swiss banking institutions with whom our firm has established solid relationships.
Pathfinder Corporate Services
Such services include providing full support, guidance and assistance in opening a local office and creating real economic substance. This involves prerequisites such as commercial rationale, corporate governance, proper board of directors who have specialized knowledge, senior management experience and limited directorship appointments.
HNWI Immigration
Services and Personal
Tax Planning
Assuming relocation is an option, or even under other special conditions, these two services could be combined by obtaining the Cypriot Permanent Residence, coupled with the Cypriot Non-Dom tax status. Further information on these schemes is provided in the following link.
Investment Consulting,
Safeguarding &
Management
The last part of Pathfinder Services (active directorship appointments) simultaneously serves in asset safeguarding and management. At times, we also suggest cherry-picked Private Equity (PE) investment opportunities that have been positively assessed and in which we are willing and confident to co-invest ourselves. Our proven track record in this respect has been impressive. Such PE investments will blend effectively with liquid assets, such as listed shares and bonds, within a balanced wealth preservation asset portfolio. We also review and assess the optimization of an existing investment portfolio, including fee negotiation of third parties.
Investment Appraisal, Transfer Pricing Studies &
Business Valuations
Being a truly independent firm, we conduct feasibility studies, including transfer pricing studies, and due diligence analysis on client-suggested investments, free from conflicts of interest caused by financial or opportunistic considerations.
Provision of Corporate
Support Services
Under One Roof
These include accounting, secretarial support, banking operations, statutory filings, logistical support and other ancillary services, ensuring cost efficiency with enhanced reporting, privacy and confidentiality over business affairs. Having the full picture and control of all the group’s activities also adds to the level of business substance.
Coordination &
Consolidation of
Wealth Reporting
This process could involve several custodians and bank accounts, ranging from the traditional asset categories such as equities, bonds, cash and hedge funds, to the non-traditional categories such as private equity, real estate, insurance funds, loans and direct investments. Among numerous other features, the consolidated statement compares the performance of each asset with the relevant benchmark, evaluates costs and provides a detailed profit and loss analysis.
Budgeting,
Cost Control &
Fee Negotiation
This may include personal holding structures, private investments, custodians and service providers from different jurisdictions.
