Kim Sgarlata

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funds corporate services private clients wealth management foundations trusts family office services freezer trusts offshore incorporations reporting tax compliance third party trustee trustee accounting & finance corporate governance listed fund services cash management directorship management listings investor services financial reporting company secretarial corporate administration services high net worth fund administration global accountings accountancy high asset services fiduciary private wealth wealth structuring offshore structuring offshore wealth private equity fund management high net worth services fund administration services private client services bespoke financial solutions asset protection family trusts investment strategies real estate structures foundation services private trust companies trust administration multi-jurisdictional solutions compliance services client relationship management high value assets personalised financial services asset classes due diligence investment structures client-first mentality private investment funds estate planning philanthropy trust assets management corporate transactions business reorganisation offshore property holdings client service excellence high-quality service strategic positioning team expertise long-term value creation sustainability practices financial regulation compliance transparency in services performance monitoring client asset management innovative financial solutions global clientele financial technology integration b2b investment management financial services law practice legal services