Wealth and Succession Planning

Our role

So what will we do to help? By engaging with clients, we will have and facilitate open and informed discussions about your plans for the future. Working alongside accountants and financial advisors who have in depth knowledge of your financial affairs, we can construct a succession plan that provides for the seamless transition from one generation to the next.

Where there is no obvious plan as to the future custodian of your assets, we can also provide a comprehensive list of alternatives to consider such as charitable gifts and the formation of charitable trusts.

By leveraging our expertise combined with that of your accountants, financial and tax advisors, you can ensure a smooth and tax-efficient transition of the assets you have worked hard to build during your lifetime. This proactive approach will not only protect your legacy, but also empower the next generation to build upon it.