Succession & Legacy Planning
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Succession & Legacy Planning
We design succession strategies to ensure a smooth transfer of wealth to future generations. Our services include estate planning, will drafting, inheritance tax optimization, and the use of legal instruments such as Trusts and Holding Structures, ensuring assets are passed on efficiently and according to your wishes.
Estate Planning
Estate planning is the process of preparing for the orderly transfer of assets to reduce inheritance tax burdens and minimize family disputes. This comprehensive process includes drafting wills, designating heirs, establishing trusts or family funds, managing liabilities, and structuring related tax strategies. Expert advisors play a crucial role in assessing asset values, identifying special circumstances—such as cross-border assets or minor beneficiaries—and designing mechanisms that ensure fair, legally compliant, and efficient distribution of wealth. With a well-structured estate plan, HNW and UHNWI clients can achieve asset protection, family harmony, and long-term wealth preservation aligned with their legacy wishes.
Trusts and Private Foundations
Establishing a Trust or Private Foundation is a key mechanism for safeguarding and organizing wealth across generations. A trust provides flexibility in setting distribution conditions and ensuring asset protection, while a private foundation is often used for charitable purposes or for managing family wealth in a structured and sustainable way. Both structures help reduce litigation risks and shield assets from potential creditors. However, careful consideration must be given to establishment costs, local legal requirements, and reporting obligations to relevant authorities, ensuring the structure achieves its intended long-term objectives. By leveraging trusts and private foundations, HNW and UHNWI clients can secure global asset protection, efficient succession planning, and enduring family legacy management.
Next Gen Planning
Next Gen Planning is designed to equip the next generation with the knowledge, skills, and mindset required to take over family businesses and manage significant wealth effectively. Core activities include leadership training, financial advisory mentorship, structuring appropriate shareholding models, and designing incentive programs to strengthen long-term commitment. In addition, effective Next Gen Planning must also address family conflict resolution, clear role definition, and contingency strategies should a primary leader become unable to serve. By engaging in strategic succession planning with expert advisors, families can minimize risks, ensure smooth business and wealth transitions, and safeguard a sustainable legacy across generations.
Let’s Structure Your Legacy.
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