Plan, protect and personalise – the essential ingredients for structuring your personal affairs to preserve wealth for future generations.
You are unique, as are your circumstances, goals and wishes. Our team work closely with you, taking the time to listen to what truly matters to you. We will ensure that you achieve a plan you are happy with and that protects your family and assets.
Structuring asset ownership is an essential foundation for creating long-term financial security for both you and your family. Succession planning is also a key part of planning for the future. To protect the interests of those you love we take a collaborative approach, involving your accountant and financial advisors to address all your requirements. It’s a highly personalised service where we make it as comfortable as possible for you to discuss things that can be difficult. We are here for you.
Strategic advice on how to prepare for the future with succession planning guidance and expertise
A collaborative approach to ensure all aspects are aligned with your broader wealth preservation strategy
Expert guidance and advice on the structuring of assets to plan and protect your wealth, including advice on Trust formation, resettlements and restructures
Trust governance and administration
Compliance with various tax and regulatory regimes in collaboration with your accounting and tax advisors
We can also administer Trusts for you – both efficiently and cost effectively
Management of your Trust in a way that protects your assets and achieves your goals
Legal assistance with all aspects relating to the administration of estates
We work sensitively with your executors and family to ensure your estate is managed smoothly and efficiently
Expert help with drafting Wills to ensure that your wishes are carried out and that your estate will be dealt with sensitively and cost-effectively
Assistance with enduring powers of attorney (EPA) – these arrangements are created to guide your trusted attorney to make the right decisions on your behalf in your later years
