What will your legacy be?
As your wealth management partner, it’s our job to make sure your money is invested smartly. But, we also consider the next generation. Our team of fiduciary specialists works practically, devising a strategy that includes your will and any trusts.
Our aim is to craft a solution that’s sustainable and relevant for you and your family.
Before we do the planning, we have conversations with you to fully understand you and your lifestyle. We also gather a detailed picture of your assets, and your intended purpose for your wealth. Naturally, these sensitive conversations are kept completely confidential.
Our fiduciary specialists can assist you with an offshore structure.
Protecting, preserving and building wealth globally for individuals and corporates.
With a thorough fiduciary plan comes peace of mind. Postponing these important administrative details can have profound consequences for your heirs.
Trusts still have an important role to play within estate planning if they are formed for the right reasons – in other words, not just for tax reasons. Trusts offer benefits such as asset protection and financial continuity. Heirs will also have access to funds from a deceased estate immediately, rather than having to wait for the unravelling of red tape.
Our expertise spans jurisdictions. This is particularly important if you or your heirs are planning to emigrate. Trusts, for example, may be treated differently in a foreign jurisdiction.
If it is your wish to have the last say as to how your estate should devolve, then a proper will is essential. There are specific formalities that need to be complied with, and taking a ‘short-cut’ might result in costly and unnecessary delays for your heirs.