Trust and Estate Planning

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Trusts and Estate Planning

Global Wealth Protection: Tailored Trusts and Estate Strategies for High-Net-Worth Individuals and Families Worldwide

At White Gold Global Investments, we recognize that high-net-worth expatriates and international investors encounter intricate challenges in estate planning. With assets dispersed across multiple countries and jurisdictions—from Nigeria to Europe, the Americas, and Asia—crafting a robust estate plan demands precision and foresight. That's our expertise. Our Dubai-headquartered team of SEC-registered advisors, with over 10 years of global experience, delivers customized solutions to safeguard and perpetuate your wealth across borders, ensuring seamless transitions for future generations.

Whether you're based in Lagos, London, New York, or beyond, we provide worldwide access to innovative tools, leveraging Dubai's tax-efficient ecosystem alongside international treaties and structures.

  • Dubai-Licensed, Globally Active
  • 10+ Years | 200+ Portfolios
  • Zero Inheritance Tax Solutions
  • Offshore Trusts & Companies
  • Pre-IPO & Private Markets
  • One Advisor, Lifetime Partnership

Leave a Lasting Legacy

Effective estate planning transcends mere wealth preservation—it's about forging an enduring legacy that reflects your values and secures your family's future. At White Gold Global Investments, we're dedicated to empowering clients globally to realize their estate objectives with maximum efficiency and impact, creating ripples of prosperity that extend far beyond borders.

Contact us today to explore how we can guide you through the nuances of international estate planning, no matter where your assets or ambitions lie.

Trusts

Trusts stand as cornerstone instruments in international estate planning, offering unparalleled control over asset management and distribution. By establishing a trust—whether revocable, irrevocable, discretionary, or purpose-built—you dictate precisely how and when your wealth is allocated, bypassing probate delays and minimizing disputes. At White Gold Global Investments, we craft bespoke trusts tailored to your worldwide circumstances, factoring in tax efficiency, jurisdictional advantages (e.g., zero-IHT in UAE or Cayman), asset protection from creditors, and family governance. Our advisors ensure seamless integration with your Nigerian holdings, European properties, or Asian investments, providing ironclad security for heirs anywhere in the world.

Offshore Bond Wrappers

Offshore bond wrappers serve as versatile, tax-deferred vehicles for encapsulating diverse global assets—stocks, bonds, real estate, or alternatives—into a single, efficient structure. Ideal for expatriates with multi-jurisdictional income, these wrappers defer capital gains and income taxes until encashment, while allowing partial withdrawals without immediate fiscal hits. We guide you in selecting optimal wrappers from low-tax domiciles like the Isle of Man or Guernsey, integrating them into your estate plan for liquidity and growth. This tool is particularly powerful for Nigerian investors eyeing Dubai's stability or U.S. market exposure, ensuring your portfolio thrives tax-efficiently across borders.

Offshore Companies

Forming an offshore company unlocks a triad of benefits: robust asset protection, strategic tax optimization, and streamlined estate succession. These entities—structured in premier jurisdictions like the British Virgin Islands, Seychelles, or Dubai's DIFC—shield holdings from political risks, lawsuits, or economic volatility, while facilitating confidential ownership transfers to beneficiaries. Our team at White Gold Global Investments navigates the setup, compliance, and ongoing management, customizing for your global operations. Whether holding African mining interests, European real estate, or Asian tech ventures, we ensure your corporate veil enhances rather than complicates your worldwide legacy.

Citizenship by Investment

Citizenship by Investment (CBI) programs empower high-net-worth individuals with enhanced global mobility, diversified residency options, and ancillary tax perks—perfect for estate planning in an unpredictable world. By securing a second or third passport through strategic investments (e.g., real estate or funds in Portugal, Antigua, or Vanuatu), you gain visa-free access to 150+ countries, business opportunities in new markets, and flexible domicile choices to optimize inheritance flows. With our extensive network spanning CBI schemes worldwide, we handle applications end-to-end, from due diligence to oath-taking, ensuring your family's future includes unrestricted horizons and reduced jurisdictional exposures.

Universal Life Assurance

Universal life assurance blends the security of permanent life coverage with the growth potential of investments, emerging as a tax-efficient cornerstone for global estate planning. This flexible policy accumulates cash value over time—invested in diversified funds across markets—while providing a death benefit that passes tax-free to beneficiaries, circumventing probate and estate duties. We design policies attuned to your international profile, such as those issued in low-tax havens like Bermuda or Ireland, to cover multi-currency needs and hedge against currency fluctuations. For families with assets in Nigeria, the UAE, or the EU, it's an elegant way to fund education, philanthropy, or wealth transfers without eroding principal.

Our Approach

Teaming up with White Gold Global Investments grants you unparalleled access to worldwide expertise in estate planning. Our advisors, versed in the intricacies faced by high-net-worth clients from every continent, deliver solutions that evolve with your life—from emerging markets in Africa to established centers in North America and Europe.

We partner intimately with you to forge personalized frameworks, offering continuous counsel to keep your plan agile amid regulatory shifts or family milestones. Our mandate: Furnish expatriates and global investors with enduring, bespoke estate strategies that preserve, amplify, and transmit wealth optimally, irrespective of geography.