Family Wealth Succession Planning

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Looking towards the future and planning for the transmission of personal wealth or family business to your family requires innovative solutions to protect your assets and legacy. We’ll help you discover what you need and secure long-term asset protection plan through trusts, foundations, family office or business succession plan. Along the way, we’ll help you to understand your needs in setting up and benefiting from a bespoke structures.
We provide advice on all areas relating to succession planning, including:

Protecting Your Personal and Business Assets and Legacy

Trusts

An onshore or offshore trust can be designed as a wealth or business holding structure that will exist for future generations following the lifetime of the Settlor.

Foundations

A robust ownership structure that offers as a succession planning tool for complex family assets.

Family Office

A legal structure that may take the form of a company where professionals with different areas of expertise are engaged to service the family.

Business Succession

A blueprint for you to exit your business with a tailor-made solution as each business has a different set of circumstances, which need to be taken into account, such as type of business, existing business structures, skills and personalities of owners, staff and family members
Your Financial Bridge for Life