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