We understand that having worked hard to accumulate their wealth, our clients want to protect it and ensure it is maintained and passed to future generations in the most efficient manner.
With more than 30 years' experience in estate and succession planning, we appreciate that every family is different, and that some have particularly complex dynamics and requirements. We value personal relationships and take time to travel and get to know our clients and their families so we best meet their specific needs.
Estate planning often requires an international strategy and, as a global business with offices in a number of jurisdictions, we are well placed to help our clients put this in place.
Our team establishes and administers vehicles commonly used for estate planning including trusts, foundations, companies and partnerships. We work with our clients' advisers to implement structures tailored to their individual requirements.