Estate, tax, financial and business succession planning
An organized financial planning process is a powerful way to ensure that your wealth management goals are set and achieved. Family dynamics, business succession and tax consequences can make for a lengthy planning process; however, our experience maintains that the most effective wealth management plan starts long before we look at numbers – it starts with a discussion about you. We are dedicated to partnering with your existing advisors in order to coordinate a holistic and integrated wealth management solution that provides clarity and takes a 360◦ view of your family’s wealth needs.
Integrating wealth planning services
Estate and Trust Services
Designed to safeguard your prosperity for the future and ensure a smooth and orderly transition to your chosen heirs. We assist with setting up trusts and offer experience in acting as a corporate trustee of trusts that are set up during your lifetime or under your Will
Qualified and experienced in-house tax expertise, combined with our best-in-class external network, is leveraged to create optimal tax strategies
Financial and Business Succession Planning
We assist entrepreneurs with planning for retirement and the transition of both the management and ownership of their business; whether to family, current management or a third party through an outright sale