We offer the full range of fiduciary advisory services, including drafting of Wills, Trust formation, estate duty calculation and liquidity analysis, succession planning, trusteeships, administration of deceased estates, tax planning and offshore company structuring.
Please note that we do not provide tax advice and you must consult an external specialist for this purpose. We do, however, take tax into consideration when planning a wealth strategy for you.
As you pass through the various stages of your life, our objective is to ensure ongoing effective legacy planning by:
Effective legacy planning goes beyond estate planning. It also requires managing the legacy you have inherited, and the decisions you'll need to make when bestowing that legacy on future generations. Strategic estate planning includes setting up and managing cross-generational trusts, and putting appropriate Wills in place. These are some of the tools we use to structure your legacy plan. We consider all your estate planning needs such as the countries in which your family members are based, the jurisdictions across which your businesses or assets are located and accumulated benefits from past and present domiciles.