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Succession and estate planning

Succession and estate planning are part of the historic value of trust structures. As a crucial part of any wealth strategy, succession planning is vital for both individuals and businesses alike.

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The future is fluid – your short-term plans may not equate to what happens tomorrow.

Preserving and protecting your future are key to succession planning. You’ll need to consider things like: what comes next? who has control? what will the impact be?

We’re experienced in helping families with their succession and estate planning on both a global and local level. It requires an understanding of the family dynamics, business management and tax and accounting knowledge. Careful consideration of assets, their location and relevant jurisdiction knowledge and experience in working with other parties such as lawyers, accountants and tax advisors, all need to be taken into account.

Primarily, it’s important that you and your family know and trust the teams you’re working with. Our personal and holistic approach allows us to perfectly understand your needs and requirements. We can assist not only with the structuring and implementation, but also with support and educational requirements that will allow your family and beneficiaries to understand and make the most of your wealth.

Working with you and your family, we can review your existing arrangements and requirements, create new structures, implement them and conduct day-to-day administration. We can help you structure your philanthropic and charitable requirements, support and provide education for your next generation, provide family business and post structure support.

With global assets spread all over the world, and with interests varying between family members, you need a partner who can navigate the complexity and operate in jurisdictions where your family needs support. We have a strong Environmental, Social and Governance (ESG) policy and work with many families who wish to leave a legacy or provide charitable donations. Securing the succession of family wealth or your business will give you peace of mind, maintain your legacy and unleash your family’s potential for the future.

Your legacy is one of the most important structures you can put in place. We’re experienced in creating global succession plans to give you a peace of mind.

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They are very well researched and they understand the subject matter that they talk about and I think that they provide an invaluable service in terms of robust offshore management.” Private wealth client

Why choose us?

Heritage

Succession planning is a key focus within any structure and we have over 65 years experience helping families achieve their goals

Partnership

We understand the importance of partnering with advisors that can bring expertise to your structures

Preservation

Preserving wealth for future generations is the ultimate goal in any succession planning and we're experienced in navigating complexity