Wealth Planning Services

INSIGHTFUL GUIDANCE TAILORED TO YOUR ESTATE’S NEEDS

Scroll Down
We begin by understanding your objectives and priorities alongside your overall family and corporate circumstances and the nature of your estate. We, then determine your goals and help you set out a sound approach for effective  solutions. Finally, we facilitate the implementation of solutions and structures through a carefully identified set of partners, each of them experts in their respective disciplines.

WEALTH TRANSMISSION AND SUCCESSION

Be it a will, a living trust or a gift, it is important to identify appropriate structures to transmit your estate, taking into account the nature of the estate and the composition of beneficiaries, based on your determination of “who” gets “what” and “when”.

WEALTH PROTECTION AND PRESERVATION

Wealth preservation can often be even more difficult than wealth creation. Preserving your legacy requires you to think about issues including potential misguided extravagance, professional liabilities and key man risks, amongst others. Specialists can help you identify suitable ways to preserve your estate and ring-fence it from such risks.

FAMILY & BUSINESS

Family first or business? Given the large entrepreneurial demographic in the country, the involvement of extended families in business and the frequent lack of distinction between personal and corporate assets, it is important to think carefully about the structure of the estate and the manner in which responsibility and accountability is shared. Family governance structures such as family boards, shareholder agreements and family constitutions can provide a robust framework for managing family-business objectives and avoiding conflicts.

PHILANTHROPY SERVICES

Whether you desire to establish a family philanthropic legacy or an impactful CSR program, we can assist by identifying the answers to key questions ranging from identification of causes to the appropriate structure of giving vehicles. We are aware of the importance of these elements to your financial well-being and can offer, on a referral basis, access to third-party specialists to help you structure and manage your affairs appropriately.
Top