Private wealth management

The correct approach to the planning and preservation of personal assets helps not only to ensure the safety of the accumulated state, but also to increase its wealth. Private capital management is a service that covers all aspects of the life of a wealthy person, from financial and legal issues to private issues related to real estate and valuables, as well as the nuances of family law and inheritance.

Effective risk management and the formation of a reliable financial and corporate business structure at the national and international levels, taking into account issues of further inheritance and corporate governance features, is made possible thanks to the active involvement of ADER HABER professionals.

You must be aware that in the context of constant changes in legislation in the field of anti-corruption activities and control over beneficial ownership, any actions for the purpose of further public campaigns of a private client require the support of a law firm on the issues of comprehensive consulting and building systemic risk management strategies and supporting interests at all stages of development necessary format of reputation. That is why the identification and subsequent elimination of overt and covert risks for engaging in public activities becomes one of the important services in the capital management office.

Services

Wealth management
  • creation of trusts and other mechanisms for trust management of property
  • recommendations on the transfer of business and assets
  • support in the process of private investment
  • banking services, opening accounts in foreign jurisdictions
  • налоговые консультации частных лиц
  • filing declarations
  • charity
Property Issues
  • acquisition, registration and sale of real estate in Ukraine and abroad
  • estate planning and family property management
  • acquisition, execution and sale of works of art and other assets
Family law
  • registration of marriage contracts
  • support of divorce and property division procedures
  • adoption and guardianship  
  • family lawyer
Reputation management
  • advice on comprehensive career planning for the state. employee and politics in the context of the local anti-corruption package of laws and best international practices, in particular the concept of conflict of interest and its prevention
  • “blind trusts” as a tool to avoid conflict of interest
  • legal audit of property and securities management agreements for conflicts of interest
  • drafting corporate rights management agreements
  • advice on e-declaration
  • tax advice
Trusts and Funds
  • development of optimal private equity ownership structures
  • tax advice
Development of models of passive income from ownership of assets with optimal tax consequences
  • dividend models
  • tax advice
  • models of ownership of intellectual property and obtaining royalties from their use
  • models of raising funds to Ukraine to finance your own business through obtaining loans and credits, with future payment of interest
Trust Management Services
  • strategy development and portfolio formation
  • consulting, both on MAM accounts (Multi Account Manager) and on PAMM accounts (Percentage Allocation Management Module)
  • support of brokerage transactions and asset trust agreements
  • tax advice

Specialists