Wealth Planning

Blacktower Financial Management specialises in providing its international wealth planning clients a bespoke and independent wealth management advice service that takes full account of their circumstances, risk tolerance and goals.

From our offices in Georgetown in Grand Cayman we are able to provide this service to the following types of client:

• Individuals
• Institutions
• Charities
• Pension funds
• Trustees

How we work

When you become a client of Blacktower we sit down with you and listen to your personal circumstances. This includes understanding the scope of your income, assets and outgoings together with your long-term goals, liquidity requirements, mandates in place and any other concerns so that we can help you build an effective wealth planning strategy.

Once we have done this, it is entirely up to you just how much involvement you wish to have – for example, some clients will take a backseat as we manage their investments over the course of a longer time horizon, while more experienced investors may wish to maintain some hands-on investment activity by using our execution-only service.

Generational Wealth Planning and Succession Wealth Planning

Often our relationships come with the expectation of the investments not being needed in the immediate future. We have the ability to plan for a much longer time horizon (25 years or more) with the intention of a beneficiary ultimately gaining control of the assets at some point in the future.

Generational wealth planning and succession planning can be complex and time-consuming, particularly if you have assets and beneficiaries spread globally. However, when you have an experienced cross-jurisdictional wealth planning specialist on your side, it can also bring significant opportunities.

From our offices in Georgetown, Grand Cayman, we can help you work towards your generational wealth planning and succession wealth planning goals to give you confidence that you can make a difference to those you love and care for the most, even after you have gone.

Wealth Planning in Grand Cayman

Blacktower Cayman was established in January of 2014 and is regulated by the Cayman Islands Monetary Authority (CIMA) with a full Securities Investment Business License (SIBL).

If you are an expat residing in the Cayman Islands we can help you with your wealth planning concerns, from regular savings plans through to international pension planning to succession planning and execution-only services. For more information contact us today.