Wealth Planning Services

Succession Planning
Establishing trusts and/or foundations to ensure a smooth succession of wealth
You would like to establish a trust to optimise taxation and keep your assets protected from bankruptcy until your children or beneficiaries reach a certain age)
Family/Ownership Governnance
Setting up a structure to facilitate communication, voting and exit among family members or business owners
As your family business grows, you would like to establish a family board to provide clarity over decision-making, responsibilities, ownership privileges, and involvement in the enterprise
Legal Structuring
Setting up a legal asset holding structure to optimise tax and protection of assets
You decide to set up a new entity and you need advice on the type of legal structure that would suit your needs the most.