(Discretionary & Non-Discretionary)
For investors who wish to benefit from our local and offshore market expertise, we build each portfolio, balance risk and rewards.
Estate Planning Service
Our Estate planning services are available for those clients concerned about the protection of their assets from financial, fiscal or political risks.
Trustee Advisory Service
Clients who are concerned about the protection and transfer of their assets can rely on our experienced trustees services knowledgeable in dealing with legal, taxation and investment matters.
Pension Funds Advisory Service
Our experts are available to deliver quality financial advice on the best pension solutions for you.
Tax Planning Service
Clients who require personalised solutions to a myriad of tax issues or tax challenges are provided with the foremost tax advisers available.
Our insurance solutions can help you deal with unforeseen events, enhance investment efficiency and provide significant estate planning benefits. We provide solutions that are important for protecting and preserving your wealth. For example, your family may need life insurance for estate tax planning purposes, business succession planning, long-term care, wealth transfer planning. We also provide insurance for personal safety, and protection of valuables such as automobiles, homes, yacht, private planes and business deals. Our solutions will meet your objectives.
Our Partners On Legacy Planning Services
Punuka Attorneys & Solicitors
Punuka Attorneys & Solicitors is a fully integrated and muti dimensional business law practice, with Four(4) Partners and Twenty(20) Associates providing legal services to a highly diversified client base.
Their success is hinged on our ability to develop mutually beneficial, long-term working relationships and our ability to provide expert advice in key areas of law. They are actively involved in the provision of consultancy services to public and private institutions. In recent times, the firm has provided consultancy and adversary services under the Legal Advisory Partnership (a consortium of firms) to the Bureau of Public Enterprise (BPE) under a program funded by United Kingdom Department for International Development (DFID).
Wole Olanipekun & Co is a full service legal practice established in 1980 and has over the last decades earned a reputation of consistently exceeding the expectations of clients.
They presently operate from three fully functional offices in Lagos, Abuja and Ilorin and a representative office in Akure with strong professional presence in 29 states across Nigeria and the Federal Capital Territory, Abuja.
At Fidelity Private Banking, we aim to preserve your assets and ensure they are effectively administered according to your wishes. Services rendered include Drafting of Wills, Setting–up of Trusts and Foundations, Books Publishing and making certain that you leave a legacy in print.