Why Global Private Placement & Estate Planning Matter.
Diversification & Opportunity.
Access coveted investments, private debt, equity, real assets, and off-market opportunities - in major international centres.
Efficient Structures.
Shield your family from regulatory change, double taxation, and probate delays.
Generational Wealth.
Unlock seamless succession, enhance philanthropic impact, and empower future generations.
Why Choose 1.618 International?
We move beyond standard advisory services. Our offering is built on a foundation of proprietary expertise, direct access, and an unwavering commitment to your complex global interests. With 1.618 International, you gain a strategic partner, not just a broker.
FCA/FSCA/SEC-licensed advisors coordinate UK/US/SA tax, trust, and regulatory matters with leading local and Big Four experts.
Direct access to international investment providers. 1.618 International is completely independent, therefore the advice is led by a client outcome and needs based approach.
In a changing world, we guide clients through complex probate & succession planning, Pour-over trusts, global wills, digital asset planning, and cross-border liquidity management.
We constantly review and approve solutions for our clients to create bespoke asset allocation: private equity, real assets, global funds - aligned to inflation, FX, and legacy needs.
of global family offices plan to increase allocation to direct real estate and alternatives within 18 months, driven by demand for growth, yield, and portfolio resilience.
The 1.618 Difference
Licensed, Regulated Advice
FCA, FSCA, SEC, and leading SIPP/QROP expertise across key jurisdictions.
Bespoke, Joined-Up Structuring
Multi-jurisdictional investment, tax, and fiduciary design - seamlessly delivered.
Market Intelligence
Access to off-market private placements and up-to-date legal/tax insights in the UK, US, and SA.
Next-Gen Focus
Integrated education, family constitutions, and transition planning for generational security.
Concrete Steps to Optimise with 1.618
A comprehensive approach to global wealth management and optimisation.
Comprehensive Jurisdictional Audit
Analyse your current portfolio, trust structures, pensions (in each jurisdiction). Consider national pensions (UK and US) and residency status across all markets.
Tailored Wealth Blueprint
Design an integrated investment and estate plan, spanning private placements, local/offshore trusts, and cross-border tax shields.
Implementation and Oversight
Licensed, multi-disciplinary team coordinates setup, liaises with global tax, legal, and fiduciary partners, and conducts ongoing compliance and performance reviews.
Generational Governance and Education
Develop family governance frameworks, educational programs, and robust reporting - empowering future generations to steward your wealth effectively globally.
Liaise with Recognised Tax and Trusts Specialists
For complex cross-border planning, it is recommended to consult with one of 1.618 International's approved panels of tax and structural specialists. These are recognised experts from independent legal, tax or consulting companies.
The Dual Challenge: Investment & Estate Issues for Global HNWIs
High-Impact Private Placement Investment Solutions
HNWIs are demanding smarter, safer, and more innovative options that go far beyond legacy asset classes:
| Private Placement Solution | Description & Appeal | Availability |
|---|---|---|
| Private Credit & Direct Lending | Income-focus, high yield, senior secured or structured debt | All regions |
| Private Equity & VC | Company buyouts, growth capital, tech/healthcare exposure, active value creation | All regions |
| Hedge Funds & Alternative Strategies | Long/short equities, global macro, absolute return portfolios | All regions |
| Real Estate & Infrastructure | Direct, syndicated, or fund-led access to development, logistics, ESG upgrades | All regions, bespoke by country |
| Operating Company / Direct Business | Minority or control stakes in private businesses, succession and value-building | All regions |
| Private Placement Life Insurance | Tax-efficient wrappers (PPLI, UL policies), estate and tax mitigation | UK/US/Offshore, SA adapted |
| Offshore Feeder & Access Funds | Use of international feeder funds, LPs, and trusts to access global deals, tax advantage | All regions, via specialist |
| Collectible Asset Syndicates | Art, classic cars, fine wine, rare collectibles - syndicated or fractional exposure | All regions, via specialist |
| Structured Notes & Yield Products | Customised market, index, or principal-protected notes | All, local rules apply |
Critical Estate & Succession Planning Issues
The cross-border wealthy must navigate complex challenges across multiple jurisdictions
Partner with 1.618 International: the gold standard in global HNW investment and estate advisory. Achieve clarity. Achieve control. Achieve legacy.
Solutions Matrix by Jurisdiction
| Solution Area | US | South Africa | UK |
|---|---|---|---|
| Investments | Private credit, asset swaps, alternatives | Global investment via local/offshore trusts | Tax wrappers (EIS/VCT), private markets |
| Estate/Legacy | Complex trust & FLP structuring | Local pour-over trusts to offshore vehicles | Excluded property trusts, IHT planning |
| Holding/Structuring | Int'l co. & trust structures | Int'l shareholding via trust/co. | Offshore bonds, trusts for non-doms/res |
| Generational | Succession, educational trusts, insurance | Probate/will best practices, guardianship | Family business/landed estate planning, letters of wishes |
For British expats and international HNW families, engaging with a truly global, specialist advisory like 1.618 International, who are able to coordinate solutions across the US, UK and South Africa, is critical. Unique structuring, up-to-date legislative compliance, and future-focused generational planning are the keystones to enduring legacy and wealth preservation.
Let's Build Your Borderless Legacy
Ready to unlock genuinely global opportunities?
1.618 International is your strategic partner:
- ✓ Discreet, cutting-edge investment access
- ✓ Personalised, compliant structuring
- ✓ Multi-level risk management and future-focused planning
Ready for Borderless Wealth Control?
Book a confidential strategic review with 1.618's licensed specialists.
Work with a team recognised for market-leading cross-jurisdictional expertise, innovative structuring, and truly personalised advisory. Take command of your global financial destiny - wherever assets, family, and opportunity may be.
Book Strategic ReviewWhy Take Action Now?
The Future of Wealth: Alternative Investments, Private Placements & Bespoke Portfolios
As global markets evolve and traditional investment returns face increasing headwinds, high-net-worth individuals (HNWIs) are seeking sophisticated, diversified solutions. 1.618 International is at the forefront, offering exclusive access to private placement investments, tailored HNW portfolios, and a suite of alternative strategies—including hedge funds and private credit—powered by our regulatory status.
Private Placement Investments
Unlocking Exclusive Opportunities
Private placements provide access to high-growth companies, real assets, and specialist funds unavailable on public markets. These investments are increasingly in demand among HNWIs:
Global private placement market:
Surpassed $1.2 trillion in annual issuance, with growth driven by institutional and private wealth demand.
Why it matters:
Private placements offer enhanced diversification, lower correlation to public markets, and the potential for superior, risk-adjusted returns.
Our Offering:
- • Direct access to vetted private equity, venture capital, and specialist credit opportunities.
- • Structured for optimal tax efficiency and cross-border compliance.
HNW Bespoke Portfolios
Personalised Wealth, Global Vision
Every client's financial journey is unique. Our in-house investment managers craft bespoke portfolios tailored to your objectives, risk profile, and global footprint.
Custom Asset Allocation
Multi-currency, multi-jurisdictional portfolios.
Dedicated Relationship Management
Direct access to senior portfolio strategists.
Performance
Bespoke portfolios have outperformed traditional benchmarks for HNWIs, with 72% of global HNWIs now seeking tailored solutions over standard products.
Alternative Investments (Hedge Funds & More)
Performance Beyond the Mainstream
Alternative investments, including hedge funds, real assets, and private markets, are now a core component of the modern HNW portfolio:
Hedge Fund Industry AUM
Exceeds $4 trillion globally, with allocations from private wealth rising 20% annually since 2020.
Diversification Benefits
Alternatives provide downside protection and non-correlated returns, especially in volatile markets.
Our Edge:
- ✓ Access to leading global hedge funds, real asset managers, and thematic alternative strategies.
- ✓ Rigorous due diligence and ongoing oversight by our experienced compliance team and 3rd party compliance auditors.
Standalone Solution: Private Credit for HNW Investors
Private Credit – The New Frontier in Alternative Yield
What is Private Credit?
Private credit refers to non-bank lending to companies, real estate, or projects—often structured as direct loans, mezzanine debt, or asset-backed financing.
| Strategy | Key Benefits for HNWI Preservation | Example Use |
|---|---|---|
| Private Equity | Capital growth, company control, succession | Family business buyouts, co-investments |
| Real Estate | Inflation hedge, stable income, asset legacy | Prime global property, logistics, hospitality |
| Private Credit | Steady income, capital protection | Direct lending, specialty credit funds |
Why Private Credit Now?
Market Growth
Global private credit assets under management have surged to over $1.7 trillion in 2024, doubling in just five years.
Yield Advantage
Private credit strategies regularly deliver yields 300–500 basis points above traditional fixed income.
Defensive Qualities
Lower volatility and reduced correlation to equity markets, with strong downside protection through collateral and covenants.
Why HNW Investors Are Allocating More
68%
of global HNWIs now allocate to private credit, up from 45% in 2019.
Institutional investors and family offices are increasing allocations due to persistent low interest rates and the search for uncorrelated returns.
1.618 International's Private Credit Platform
- • Direct access to global private credit funds, co-investments, and bespoke lending opportunities.
- • Rigorous due diligence and ongoing risk management by our specialist team.
- • Tax and structuring expertise for optimal cross-border efficiency.
Why 1.618 International Leads in Alternatives
International Reach
Sourcing exclusive opportunities across the UK, US, South Africa, and beyond.
Regulatory Strength
A licenced partner that enables access to the full spectrum of alternative investments.
In-house Expertise
Dedicated alternative investment desk with global market insight.
Client-first Philosophy
Every solution is bespoke, transparent, and aligned with your long-term goals.
By holistically blending these strategies, HNWIs achieve the resilience, adaptability, and structural legacy required to withstand global uncertainty and regulatory shifts, while capturing new opportunities across cycles.
Investment Options by Jurisdiction
| Investment Option | US | UK | South Africa |
|---|---|---|---|
| Private Equity & VC | ✔ Mainstream, diverse | ✔ Robust, innovation focus | ✔ Emerging, growth sectors |
| Hedge Funds | ✔ Established, liquid. Creating income and growth strategies | ✔ London hub, diverse. A centralised hedge fund manager region | ✔ Growing access both in discretionary and retirement strategies |
| Private Real Estate | ✔ Core portfolio. Growing primary and secondary US cities | ✔ London/commercial focus. Turnkey developments. | ✔ Accessing Global real estate opportunities |
| Direct Company Investment | ✔ Family, buyout, growth | ✔ Succession, mid-cap aids | ✔ SME & distressed targets |
| PPLI / Insurance Structures | ✔ Tax/estate optimisation | ✔ IHT & tax solutions | ✔ Discretionary wrappers |
| Structured Products & Notes | ✔ Major platforms | ✔ London market innovation | ✔ Approved Global investment bank products |
| Luxury/Collectible Pools | ✔ Niche, syndicates | ✔ Deep auction markets | ✔ Growing interest |
| Offshore Feeder Funds | ✔ Cayman/Delaware/LPs | ✔ Channel Islands/Guernsey | ✔ Mauritius, Isle of Man |
Discover how 1.618 International can transform your wealth with institutional-grade alternative investments and private credit solutions. For a tailored review of your family or business’s situation, contact 1.618 International for a confidential consultation aligned with best-in-class, cross-jurisdictional expertise.