“Business and wealth succession are one of the two most inadequately planned events of a business’ or individual’s life.”

Succession

You have worked hard to build a successful business, but statistics show that very few businesses have a plan in place to adequately deal with its succession. Handing over control is a difficult and emotional process. Knowing that each organisation is different, we will work with you to formulate a clear succession plan that fits with your vision and ensure clear communication, understanding and empowerment to all stakeholders.

Estate Planning

Estate planning is about wealth succession; establishing an efficient way to help protect your wealth you have built over your lifetime so that it can be distributed according to your wishes. A large part of our lives is dedicated to building up wealth to provide for ourselves and our loved ones. Therefore, it is natural that you want control of the distribution of your assets.

Estate planning should be an integral component of your holistic wealth management strategy to ensure the sound financial future of your family. We work closely with you, your solicitor and financial planner to make this happen.

Our Succession and Estate Planning services include:

• Structuring advice

• Asset protection

• Retirement & superannuation planning

• Assistance with Wills, Power of Attorney & superannuation nominations