Estate & Wealth Transfer
We provide business succession and estate planning solutions, enabling the transfer of wealth to the next generation. These services include:
- Wealth protection, transfer analysis, and planning related to the management of all types of assets and income sources.
- Customized services for estate settlement and administration.
- Professional guidance on family governance.
- Professional guidance regarding wealth transfer to succeeding generations.
We recognize the need to play a role in managing our clients’ philanthropic efforts. This might include the establishment and management of a foundation, and advice on donating to charitable causes. These services would typically involve:
- Philanthropic planning.
- Assistance with the establishment and administration of charitable institutions.
- Guidance in planning a donation strategy.
- Advice on the technical and operational management of charities.
- Formation of grant-making foundations and trusts.
- Organizing charitable activities and related due diligence.
Image Management & PR
These services include:
- Public relations referral and management of public relations firms.
- Review of social media policy and the development of a reputation management strategy.
- Media engagement.