None of us is certain what waits over the next horizon but like a journey, careful planning can avoid any last minute surprises and disappointments.
Legacy Planning
Legacy planning is more than the management of wealth from one generation to the next. It is the recognition that ‘wealth’ should encompass your values and ethics, the principles by which you have lived and the wisdom that you would like to pass on.
Assistance in setting up a Trust
Succession/ Estate Planning
Helping you create a Will
Family Corporate Governance
Successful management of family wealth and its legacy depends on understanding the many issues that can arise within the families, their businesses & the shareholders.
Corporate Governance for family owned businesses
Family Charters
Investment Committees
Training and Seminars for clients and the younger generations