LEGACY & ESTATE PLANNING

LEGACY & ESTATE PLANNING

Wealth Transfer Structuring

We help structure the seamless and efficient transfer of wealth through instruments like Wills, Trusts, and Foundations. Our primary focus is on minimizing inheritance and capital gains taxes while ensuring your wishes are legally and practically executed.

Business Succession Planning

For business owners, we design comprehensive plans for the transition of ownership and management, ensuring business continuity, resolving family governance issues, and providing a clear exit strategy that maximizes the value of your life’s work.

Fiduciary and Guardianship Guidance

We guide you in selecting and appointing appropriate fiduciaries (Executors, Trustees) and guardians, and provide advice on the powers and responsibilities they will hold to safeguard both your assets and your dependents.

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