Services
At UNTITLED Sherpa®, we offer three service tiers, each tailored to the level of involvement, scope, and resources our clients require, always under our direct supervision and supported by an international network of experts.
Service tiers
Legal Family Office Lite
Support with a set number of hours each year for recurring needs.
Legal Family Office
Comprehensive, unlimited advisory and support with full coordination.
Our services
Wealth protection and optimization
Fiduciary structures and asset protection. Global banking administration.
Tax and succession planning
International tax and succession planning.
Wills, successions, and letters of administration.
Advise and coordination
Coordination of family offices and external teams.
Selection of jurisdictions and negotiation of fees.
Ongoing oversight and monitoring
Review of financial strategies and life insurance.
Periodic evaluation of structures and compliance.
Fixed and transparent fees
Our fixed fees are determined based on:
- The complexity of the existing or planned structure.
- The number of tax residences within the family.
- The number of family branches involved.
We never charge based on assets, income, or returns. Fees are set according to the value we add and the scope of the work.
UNTITLED Access
Luxury, convenience, and security with curated benefits for our clients.
Get started now
Tell us about your goals, and let’s discuss a tailored plan for you.
