Estate And Succession Planning
Our approach of creating solutions that best match your unique goals extends to this wealth management stage. We help you device a strategy that ensures your wealth is transferred to stakeholders of your choice at an opportune time. This isn’t limited to will creation but also advisory related to setting up trusts, reorganising business interests, taxation, superannuation, and gifting.
This is an equally important stage as the previous two stages in your wealth management journey since it consolidates information and knowledge for your heirs, avoids inheritance disputes in the family, and ensures your wealth grows with the right stakeholders for years to come.