Asset Structuring
Access professional support for strategic Asset Structuring at Ascent Partners.
Professional Support for Optimized Asset Management
Elevate your wealth with TAPE (Tax, Asset Protection, Privacy and Estate Planning) a globally recognized Asset Structure, ensuring tax benefits and succession planning.
Benefits or Why Choose This Service of Particular Service
- As an advisory firm, we recognize the global prominence of an adaptable Asset Holding Structure.
- Our strategic counsel emphasizes its versatility, accommodating a diverse range of assets, such as Financial Assets, Operating Businesses, Real Property, Art, Luxury Assets, and digital assets like Bitcoin.
- The open architecture of TAPE is a focal point in our advisory approach, ensuring the preservation of existing asset management and banking relationships.
- Experience a seamless transition of your assets under TAPE's supervision, ensuring they maintain full functionality as Assets Under Management (AUM) within the exclusive private banking framework.
SIGNIFICANT
LIFE COVER
One of TAPE's unique features is its ability to efficiently offer Significant Life Cover. You can contribute both financial assets and non-bankable assets as premiums. This flexibility allows for the accumulation of large premium sizes, providing substantial life insurance coverage.
ANNUAL MORTALITY
CHARGES
It operates with an annual mortality charge system, which means it doesn't front-load costs. This payment structure ensures that your assets are utilized efficiently to maximize both your wealth and the coverage it provides.
ULTIMATE
BENEFICIAL OWNER
In a departure from conventional holding structures, the insurance company becomes the Ultimate Beneficial Owner (UBO) of the policy account and its underlying investments. This arrangement offers distinct benefits in terms of asset protection and estate planning.
INSURER LED
INVESTMENT
Under TAPE, the insurer establishes an account in its own name. The client's funds are then invested according to a pre-defined investment strategy and risk profile, ensuring professional management.
INVESTMENT LINKED
INSURANCE POLICY
TAPE's hallmark feature is that the client owns and reports back an investment-linked insurance policy. This strategic approach offers a wealth of opportunities for securing one's financial future.
OUR SERVICES
OVERVIEW
Elevate your wealth with TAPE (Tax, Asset Protection, Privacy and Estate Planning) a globally
recognized Asset Structure, ensuring tax benefits and succession planning
One of TAPE’s unique features is its ability to efficiently offer Significant Life Cover. You can
contribute both financial assets and non-bankable assets as premiums. This flexibility allows for the
accumulation of large premium sizes, providing substantial life insurance coverage.
OVERVIEW
Elevate your wealth with TAPE (Tax, Asset Protection, Privacy and Estate Planning) a globally
recognized Asset Structure, ensuring tax benefits and succession planning.
It operates with an annual mortality charge system, which means it doesn’t front-load costs. This
payment structure ensures that your assets are utilized efficiently to maximize both your wealth and the
coverage it provides.
OVERVIEW
Elevate your wealth with TAPE (Tax, Asset Protection, Privacy and Estate Planning) a globally
recognized Asset Structure, ensuring tax benefits and succession planning.
In a departure from conventional holding structures, the insurance company becomes the
Ultimate Beneficial Owner (UBO) of the policy account and its underlying investments. This
arrangement offers distinct benefits in terms of asset protection and estate planning
OVERVIEW
Elevate your wealth with TAPE (Tax, Asset Protection, Privacy and Estate Planning) a globally
recognized Asset Structure, ensuring tax benefits and succession planning.
Under TAPE, the insurer establishes an account in its own name. The client’s funds are then
invested according to a pre-defined investment strategy and risk profile, ensuring professional
management.
OVERVIEW
Elevate your wealth with TAPE (Tax, Asset Protection, Privacy and Estate Planning) a globally
recognized Asset Structure, ensuring tax benefits and succession planning.
TAPE’s hallmark feature is that the client owns and reports back an investment-linked insurance
policy. This strategic approach offers a wealth of opportunities for securing one’s financial future.
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