List of services
STEIN INTERNATIONAL INVESTMENT MANAGEMENT
We are aligned, it’s in our interest to make your money grow
- Establishing and reviewing a financial strategy - goals
- Review of existing investments
- Building wealth – investment planning
- Exit – retirement planning
- De-risking – entrepreneurs & business owners
- Providing an income from investments
- Intergenerational wealth planning
- Building and maintaining financial independence
- Private Equity (only available to specific category of investor)
- Cross border tax planning
Tax and efficiency
We position portfolios in the appropriate Tax Structures for your current or future planned tax residency, thereby minimising the effects of taxation during your lifetime whilst ensuring your assets pass as wished to named beneficiaries, without probate delay.
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