Silver Lining Services
We stand at the threshold of the most significant wealth transfer in human history. $124 trillion will change hands through 2048 as generational wealth moves to younger heirs. This represents a pivotal moment for the preservation of legacy and values.
Our Silver Lining Project provides bespoke wealth transfer solutions for ultra-high-net-worth individuals who are ready for the generational transition. As a wealth creator, you have spent decades building your legacy. With Bolder as your partner, we cut through the complexities of this transition, designing a plan that is executed exactly on your terms.
We integrate business succession planning, philanthropic advisory and cross-border structuring to address every aspect of your legacy as you pass on the torch:
- Wealth Transfer & Asset Protection: Asset protection strategies designed to preserve wealth while minimising tax and risk.
- Succession Planning: Comprehensive succession strategies ensuring seamless leadership transitions and continuity.
- Foundation & Philanthropy Advisory: Strategic philanthropic structuring that balances financial optimisation with impactful charitable activities.
- Investment & Corporate Management: Sophisticated administration and oversight, managing of complex wealth portfolios.
- Lifestyle & Global Mobility: International mobility solutions, including lifestyle transition management for globally-oriented families.
We create frameworks that prepare for the next generations while maintaining family alignment. Our dedicated teams manage investment oversight, lifestyle transitions and global mobility solutions with complete discretion, ensuring your legacy not only survives but thrives for generations to come.
Contact us today to start preserving your legacy.