But a wide range of options, and complex rules and taxes – especially if you’re based in more than one country – mean it can be tough to know how best to do that.
That’s where we come in.
Every family is unique. So we’ll get to know your aims and understand your circumstances, business and assets, then identify the best options for you.
It might be that a properly structured will is all you need. Or you might need in-depth help with succession planning. Whether it’s advice on inheritance tax, family trusts or shared business ownership, or anything in between, our experts will help you make the most of your wealth for the next generation. If you’d rather leave your legacy to charity, we can advise you on the best way to do that too – including establishing and managing trusts, foundations and other philanthropic initiatives.
We also want to do more than just keep your money safe. So we’ll look for solutions that will generate value in the long term that far outweighs what you pay for our advice.
We think about the now, but with one eye on the future.
