If the appropriate vehicles are used estate planning and wealth accumulation can and should be a lifetime project. It should be separated from succession planning and dealt with as a different issue.

Our services include:

• Identification of wealth objectives – personal and family
• Review of present structures including wills
• Review of present wealth position
• Wealth projections
• Identification of structures for achieving objectives
• Wealth transfers
• Gifting programmes
• Ongoing review of objectives and maintenance of plans, entities, and gifting