Wealth Distribution

Estate planning and wealth distribution vary from family to family, and we can help shine light on the strategy by asking the right questions and guiding our clients through the process.

After having a better idea of what you wish to accomplish, we start by looking at the projected surplus, liquidity, and ease of distribution. We do that in many ways, including by utilising insurance, leveraging value and re-allocating assets to create value for the next generation.

Working with our legal partner, we are able to help draw up a family constitution and set up a family holding company to protect your assets, expand wealth, and minimise tax burdens for succeeding generations.