Utilize a range of tools including trusts and insurance to overcome hurdles posed by taxation, mortality and inheritance.

The primary goal of wealth transfer planning is to preserve your values and protect your beneficiaries.

Outright distributions at a wrong timing can, and often do, have a devastating effect on the recipient.

People often believe that a “simple will” will address all their needs and objectives in transferring their assets to the next generation. This is often the result of not knowing all their options and their respective effects. Wealth transfer planning is to identify the tax consequences and hurdles, such as foreign estate duties and time taken to obtain probate, that may arise after death, and develop a plan accordingly. Each family is different in terms of both membership and asset portfolio, therefore no one technique works for everyone. We ask the right questions and develop a unique plan that meets your family's particular goals and objectives.