Private credit refers to direct lending to businesses outside of traditional bank financing or public debt markets. Investors provide capital to vetted borrowers through structured notes, receiving interest payments and the return of principal when the deal closes – without exposure to stock market volatility.

Carey Suen’s private credit structures target 7-16% annual returns, with quarterly distributions paid directly to investors throughout the term of the investment.

Capital is deployed into short-term structured notes with defined repayment terms. There is no market exposure and no lock-up periods – your principal is returned with interest when each period closes.

Private credit opportunities at Carey Suen are available to investors with $100,000 or more in liquid capital.

Deal terms vary, but private credit structures are typically short to medium term. Annette will walk you through the specific terms of each opportunity before any commitment is made.

Litigation funding involves providing capital to fund vetted legal cases in exchange for a share of the settlement if the case is successful. It is an established asset class used by institutional investors to generate returns that are entirely uncorrelated with financial markets.

Principal is protected in the event of an unsuccessful case. Carey Suen only presents opportunities from portfolios with an 80%+ success rate on selected cases.

Litigation funding targets the same 7-16% return range as private credit, with capital returned plus a share of settlements upon case resolution.

The returns are between 3 – 12 months. Annette will provide full transparency on expected timelines for each opportunity before any commitment is made.

Yes. Carey Suen provides individual high-net-worth investors with access to litigation funding portfolios that were previously available only to institutional investors.

Estate planning involves creating a comprehensive strategy to manage your assets and affairs during your lifetime and ensure their seamless transfer to your loved ones after you pass away. It’s essential to secure your financial well-being, preserve your legacy, and minimise potential conflicts.

Estate planning allows you to make crucial decisions about who will inherit your assets, ensuring your family’s financial security. You can safeguard your loved ones and provide for their needs through strategies like wills, trusts, and guardianship appointments.

A living trust offers several benefits, including privacy, avoiding probate, and providing continuity in asset management if you become incapacitated. It allows your chosen trustee to manage and distribute assets according to your wishes without court involvement.

Through careful estate planning, you can explore legal methods to reduce estate taxes, such as gifting, charitable contributions, and irrevocable trusts. Crafting your estate plan with these considerations in mind can help maximize the value of your estate for your beneficiaries.

Digital assets, like online accounts and cryptocurrencies, are increasingly important today. Estate planning includes addressing these assets by providing instructions on accessing and distributing them and ensuring they’re noticed and recovered.