We assist you in constructing a wealth plan that can be tailored to meet your constraints & objectives and those of your family. We work with you and your advisors to meet your succession planning, tax and legal requirements and assist with liquidity planning and business succession issues. 

During this time, we work with you to deliver a plan that will ensure the smooth succession of those assets, whether that is for family succession, a charitable legacy or business continuity. The legacy plan can include specific provisions for who should inherit, in what percentage (following alternative division of assets and other regional regulations) and at what time leading to a smooth succession process to leave an everlasting legacy.