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asset & succession planning

Each client is unique. Each plan is personal.

Succession planning is a significant issue for many of our clients. The successful transfer of wealth from one generation to the next often starts years earlier.

Asset structuring is an important aspect of this and is about ensuring your property is held in the most appropriate legal structure to achieve your objectives. It is as important to the new business owner as it is to the head of a 3rd or 4th generation multi-million family enterprise.

Successful long-term planning requires an understanding of your personal goals and objectives, as well as specialist knowledge across corporate, tax and trust law.

We work closely with you and your other professional advisers to devise a plan that works to achieve those goals and objectives. But we also understand that things may change over time. Because we build relationships for the long term, if and when things change, we can help review your plan and make any necessary adjustments, so you can continue to focus on the things that are important.

asset and governance structuring

trust structuring

wills and powers of attorney

relationship propety agreements

facilitating family meetings

mediation and alternative dispute resolution

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