Maximise your wealth. Lessen the burden.
With any transfer of wealth, you want to protect and preserve your wealth through the transition and beyond. You want to make the most of your legacy.
We’ll work with you and your family to discuss the options and put a financial plan together that balances everyone’s needs and expectations.
Your plan will minimise the costs of the wealth transfer itself and ensure your wealth is used effectively. And in doing so, we’ll lift the burden that both benefactors and beneficiaries often feel.
What’s the best way to share some of my wealth with my family?
How much can I afford to give to my kids?
How do I plan and protect a wealth transfer?
What about passing on our family business?
Transferring wealth and business interests within your family is a generous move, but even with the best intentions, wealth transitions are often fraught with unexpected issues. And unless you manage everything properly, it can all end in conflict.
Our financial advisers will ensure you avoid the financial and emotional pitfalls, whether you’re the one distributing wealth to your kids or other family members, or the beneficiary.