Estate and Trust

For generations, wealthy families have made trusts the key stone of their wealth management strategy and have used trusts as a means of wealth distribution in accordance with the needs and developmental goals of the family. Our expert estate and trust consultancy are keen to advise on:

  • Managing and distributing assets
  • Estate planning documents with a view of optimization
  • Integration of your estate plans with tax, investment, business and insurance planning objectives
  • Issues relating to the receipt of a large inheritance
  • Tax strategies
  • Philanthropic goals
  • Trust Structures
  • Wealth education
  • Achieving beneficiary satisfaction
  • Succession matters