It has been said that the main obstacles to wealth preservation are taxes, creditors (external and internal), litigation, and mismanagement of assets.
Our team of multi-disciplinary experts can help you manage your intergenerational plan for wealth preservation and succession. We focus on how family wealth can be used to assist in transmitting family values to the next generations.
We work with you to develop a customized estate plan to enable each family member to become all that he or she can be. Such planning should be coordinated with complimentary wills, trusts, and powers of attorney, customised to fit with your family’s unique circumstances. We can also help you to evaluate on a regular basis your succession plan to make sure that it withstands external and internal challenges to wealth, including those arising from family relationships.