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 deal 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.

Carey Suen works with institutional-grade partners to source and vet all lending opportunities. Every deal goes through a rigorous due diligence process before being made available to clients.

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.

Cases are selected through a rigorous vetting process by specialist legal and financial analysts. Only cases with strong legal merit and high probability of success are included in the portfolios Carey Suen presents to clients.

Case timelines vary depending on jurisdiction and complexity. 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.

Cross-border estate planning involves structuring your wills, trusts, powers of attorney, and succession plans to work across multiple jurisdictions. For internationally mobile professionals holding assets in more than one country, a single-jurisdiction estate plan is rarely sufficient.

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.

Not necessarily, but it depends on where your assets are held and the legal systems involved. Carey Suen’s estate planning specialists will assess your full asset picture and advise on the most efficient and legally sound structure for your situation.

Services include cross-border wills, trust structures, powers of attorney, tax planning, beneficiary designation, and full succession planning – tailored to your specific jurisdictions, asset types, and family circumstances.

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.

If your will was drafted in a single jurisdiction and your assets or beneficiaries span multiple countries, it may not provide the protection you think it does. A review with Carey Suen’s team will identify any gaps and ensure your wishes are enforceable wherever your assets are held.

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.

Trusts can be a highly effective tool for protecting assets, minimising tax exposure, and ensuring smooth wealth transfer across borders. The right structure depends on your jurisdiction of residence, the location of your assets, and your specific objectives – all of which Carey Suen will assess with you.

The first step is a private, no-obligation consultation with Annette. She will review your current situation, identify gaps or risks in your existing arrangements, and outline the most appropriate structure for your needs.