Business/wealth succession
We build succession strategies to ensure the financial security of the retiring family member and help educate succeeding generations about new roles, responsibilities, business and/or wealth management. We devise optimum asset protection and tax efficiency strategies, ensuring wealth is not transferred to at-risk situations and you avoid unintended tax outcomes.
Estate planning
We work with you to better understand your family relationships and liaise with advisors to ensure your estate planning goals are met.
Family planning
We provide considered advice in the case of marriage breakdown, succession act claims, disputed wills, child dependence or incapacity.
Private/Public Ancillary Funds (Charitable Trusts)
We assist from the formation to the ongoing management of your charitable entity. We provide advice on structuring, financial statement preparation and annual compliance obligations. We can act as your Responsible Person,
second director/secretary and liaise with financial investment advisors to develop accumulation strategies.
