Tim Searle TEP's Linkedin Analytics

Most high-net-worth families aren’t struggling with making money. They’re struggling with keeping it and passing it on wisely. On paper, everything looks perfect: → Global properties → Diverse portfolios → Complex family structures But behind the scenes, it often looks like this: → Confusing tax exposure across jurisdictions → Family wealth tangled in inefficient structures → Hidden risks in succession or liquidity planning → Advisors working in silos, not in sync That’s where I come in. With 25+ years in offshore financial planning, tax advisory, and wealth management, I help HNW families create clarity, control, and confidence around their global wealth. Through a collaborative approach with Private Banks, Trustees, Law Firms, and Family Offices, I design liquidity and protection solutions tailored to each family’s needs and jurisdictions. What this means in practice: → Efficient estate and succession planning → Global asset protection and tax mitigation → Seamless inter-generational wealth transfer → Corporate and shareholder protection for PE/VC portfolios → Strategic use of VUL, PPLI, ULI, IULI, and Whole of Life structures Every structure I design tells a story, one of purpose, protection, and long-term peace of mind. My mission is simple: To help global HNW families protect what they’ve built, preserve what matters, and pass it on. Intelligently. If your wealth strategy hasn’t evolved as fast as your success, let’s change that. Message me “HNW” to explore how we can align your wealth, tax, and legacy goals.