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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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

Choosing the right Guardians for your children, at home and abroad

In many ways, 2020 is proving to be a challenging year for all of us and taking care of your family, now and for the future, is more important than ever. Making your Will is essential, not only to plan what happens to your assets, but also to make sure your children,...

Why make a Will?

You may think that you are immortal or tempting fate if you make a Will. Many people steer clear of the matter of dying and planning for when they are no longer here, thinking of it as a morbid subject. This is certain – we will all die and death can happen at any...

International Wills

Making your Will can be a complicated and thought-provoking process at the best of times and many of us do not regard it as a priority. When you have assets overseas, including offshore, making a Will is vital because countries have differing laws on how your assets...

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