Estate Planning

Our estate planning services are aimed at the most efficient transfer of the financially tangible assets of our investors to their future generations. Often, when transferring money and assets, there are certain complexities which must be handled correctly. To ensure maximum benefit, this should be handled by those that have strong ethics and a deep knowledge of the processes involved and that is where we play a role. Reviewing assets and looking at consolidation possibilities is a part of our estate planning services. We assist our investors to carefully plan the transfer of all the assets. Furthermore, the setting up of trusts, foundations and managed companies can help safeguard private information, preventing the business activities and income of our investors from coming into public knowledge.