Financial, Legal & Estate Planning Services

Succession, estate planning services, Business support services, international banking and compliance and data protection advice for our global network of financial services firms. Our expertise covers most nationalities and religious denominations. Available to individuals with international based assets.
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Excelsior Group

Excelsior Worldwide

www.excelsiorworldwideltd.com

Excelsior Asset Management

www.excelsiorfunds.net

About Excelsior Estate & Legal Services

Specialising in a varied range of products worldwide for personal and business estate planning.

  • Advice & Guidance on inheritance issues, legacies, beneficiaries, trustees, executors and guardians.
  • Wills – Multinational including Advance Medical Directive
  • Legalisation of documents for use at home and abroad 
  • Letter of Wishes which conveys your wishes to your executors 
  • Trusts – To protect your assets according to your needs and wishes 

Whatever your circumstances, wherever you and your assets are situated, we can help you with effective and professional estate planning.

Excelsior Editorials

Lasting Power of Attorney (LPA) and why it’s so important

Quite simply, an LPA allows you (donor) to elect one or more people to act on your behalf if you lose mental capacity, either temporarily or permanently. It lasts during your lifetime because, on your death, your Will would take effect. Temporary loss of capacity may,...

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Appointing Trustees in your Will

A “trustee” is a person who is legally responsible for assets held in a “trust”. When a Will is drafted, it sometimes appoints Trustees as well as Executors. The role of Executor is to administer the deceased’s Estate, but the Trustees are there to manage any ongoing...

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The Role of an Executor of a Last Will & Testament

Typically, when someone makes their Will, they will choose a relative or friend to be their executor and usually, that person agrees. But do they really understand and appreciate their responsibilities? As an executor, when someone close to you passes away, it is an...

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Asset Management

Excelsior Asset Management is a fully licensed CIS Manager and is the investment manager of multi-asset fund of funds domiciled in Mauritius.  The Excelsior fund range includes two investment strategies:

EXCELSIOR WORLDWIDE GROUP PCC

manages mutual funds with weekly dealing employing a diversified participation in asset selection through different aims and objectives whilst retaining a healthy element of capital preservation.

EXCELSIOR WORLDWIDE CAPITAL PCC

manages mutual funds with exit strategies employing a diversified participation in asset selection through different aims and objectives whilst retaining a themed focus.

Excelsior Worldwide

 

Excelsior Worldwide Ltd is a business to business financial and legal product provider with offices in the United Kingdom, Bahamas, Mauritius and Thailand. Excelsior Worldwide focus on due diligence, transparency and providing first class administration support to the network members.

Excelsior Worldwide clients include financial advisers, independents, family offices and wealth management firms. In an ever more changing industry and regulation and compliance Excelsior Worldwide provide members with the platform to succeed.

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Excelsior Support Services Limited (HQ Admin)

Suite 1104 BB Building,
54 Sukhumvit 21 (Asoke) Road,
Klongtoey Nua, Wattana,
Bangkok 10110, Thailand

Excelsior Legal and Estate Services (UK) Limited

Grosvenor House,
11 St Paul’s Square,
Birmingham B3 1RB,
United Kingdom