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Fiduciary, Tax & Legal

As a B2B service provider, Carrick Catalyst white labels financial services for your financial institution. The Carrick Wealth's Fiduciary, Tax & Legal Suite develops offshore succession structures that help preserve and pass on personal and family wealth as well as business assets in a tax efficient and flexible manner. In working with offshore trust structures, among other things, one can hold a wide array of asset classes including property, shares and art or collectibles.
We provide sustainable solutions to protect the longevity of wealth with a fine attention to detail and complete understanding of each client’s unique circumstances. Our fiduciary services and a team of specialists including attorneys, accountants and tax practitioners, afford comprehensive estate planning to preserve wealth for future generations.

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