Estate and succession planning is a fundamental aspect of your legacy, and it is essential to protecting your wealth.
We understand the unique challenges you face, and your concern for future generations. To address your specific needs, we will work with you every step of the way to find appropriate solutions, create thoughtful strategies and establish clear goals. We will help you develop a plan that reflects your values and objectives for your family’s wealth and the continued success of your business.
We can assist in the orderly transfer of your wealth to family members, the creation of your business succession plan and its transfer to family members, employees or other persons or assist in making your philanthropic goals a reality.
When something doesn’t go as planned, we defend claims by creditors or claimants against estates or bring claims by the estate for asset recovery and we are well equipped to advise your existing executors and trustees.