Bridging the gap between generations.

We help families like yours with some of the most emotionally charged decisions you’ll ever have to face – from the care of a loved one, to the planning and execution of your estate.

 

Whether it’s paying bills, managing property, selling international assets, or liaising with beneficiaries, we work together to simplify the inherent complexities of wealth, crafting professional, collaborative solutions that ensure your family is protected today, and always.

 

The first stage of estate planning is preparation. We listen to you and create a comprehensive plan that sets out how you will transition your wealth. We also offer guidance on tax strategies to maximize your family’s wealth over time, managing assets, setting up trusts, and developing estate plans that cross jurisdictions.

 

 

 

We help you answer some common questions such as:

  • How will my wealth and possessions be distributed?
  • Can I preserve even more of my wealth for my heirs with a trust fund?
  • How can I ensure that my financial and digital assets, mementos and heirlooms are easily located?
  • How can I make things easier for my loved ones during what may be a difficult period?
  • Who will ensure that my ultimate wishes are carried out after my death?

Prepare for the future

We understand that taking care of your family is your number one priority, and your trust and estate plan should reflect that. You can feel assured that our holistic approach is designed to safeguard both your wealth and your wishes.

Leave a lasting legacy

Further the greater good with a detailed philanthropic plan that aligns with your values, preserves your wealth for future generations and delivers measurable and rewarding outcomes for your chosen charities, and can also provide you with tax advantages along the way.

Our Trust and Estate solutions:

Trust and Estate Services

Philanthropy