We help clients define and articulate their legacy goals, passing on wealth to future generations. We help facilitate discussions within families to clarify objectives and create a comprehensive plan that reflects your values and aspirations. This may involve setting up trusts or other structures to preserve and perpetuate the family’s legacy.

For business-owning families, we can assist with succession planning to ensure a smooth transition of ownership and management to the next generation. Succession planning may involve creating buy-sell agreements, establishing exit strategies, and addressing estate liquidity needs.

We assist clients with estate planning strategies to minimise estate taxes and ensure the orderly transfer of wealth to future generations. We work closely with clients to develop personalised estate plans that align with their goals and values, while also considering tax implications and legal requirements.

We may help develop tax-efficient estate planning strategies to minimise estate taxes, gift taxes, and income taxes on inherited assets. We also stay up to date with changes in tax laws and regulations to ensure clients’ estate plans remain current and effective.

We facilitate open and honest communication within families about sensitive topics related to legacy, succession, and estate planning. We can act as neutral facilitators, helping to resolve conflicts, manage expectations, and foster understanding among family members. This ensures the family’s legacy and wealth transfer goals are achieved successfully.

Legacy, succession, and estate planning are ongoing processes that require regular review and updates as circumstances change. We provide continued support to clients, monitoring changes in their financial situation, family dynamics, and regulatory environment to ensure that your estate plans remain aligned with your goals and objectives over time.