Our skilled advisors will initiate an integrated approach to your financial planning, which involves engaging legal advice and tax management programs in order to create and employ a customized plan for your estate and legacy, which is fundamentally motivated by your individual ambitions and values and progresses in accordance to your investment strategy.
The connected structure of our business relationship presents an optimized platform on which to actively offer a selection of planning methods and tools that align with the rate of your wealth expansion and growth. We will take into consideration any changes to your personal or family lifestyle along with any amendments to legislation or governance of the financial economy or marketplace.
Aspects of Our Program:
Personal aims and goals for your family:
- Advice on the anticipation of both short-term and future financial targets.
- Assistance with financial education for your wealth heirs and the governance of wealth distribution within your family construct.
- Support with the planning of business succession through generations.
Planning for your wealth and estate:
- Comprising methods of transferring wealth tax-efficiently.
- Initiating plans for insurance and cash-flow/liquidity needs.
- Deciphering ownership and locations of assets.
- Creating a plan for your estate and determining how it will be applied.
- Mitigating devaluation from taxation.
- Planning for your retirement and generating a stable income from your assets.
- Supporting the creation and administration of a charitable foundation.
- Offering guidance and instruction regarding suitable assets to donate to charitable causes in order to provide applicable income and returns.
- Identifying and advising on philanthropic movements that are fitting to you and your family’s wishes and targets for donating.