We focus on more than just tangible wealth
OUR APPROACH IS DIFFERENT
Our focus is on more than tangible wealth.
We start with understanding what’s really important to you.
Most families focus their efforts on passing their money and possessions to children and grandchildren.
Unfortunately, little time is spent on how to pass down the family values, principles and beliefs that enabled them to create and preserve wealth in the first place. Sadly, studies have shown that significant wealth rarely survives the third generation.
Our approach employs a proven process to ensure that both wealth and values are preserved and protected for the benefit of future generations.
Your Goals:
Understanding what you want to achieve and perhaps more importantly, what you most want to avoid is a critical first step. What’s more important – being equal or being fair? What are your principles, your values, and your beliefs about money? These and other insights will help us to craft a plan that is tailored to your needs.
Your Resources:
The next step is to create a clear picture of your current financial assets and resources. We also need to understand your family dynamics. Who will help and support the process and who could potentially threaten family harmony?
Professional Collaboration:
We will then work collaboratively with you and your other professional advisors (accountant, lawyer & financial advisor) to create strategies that not only help you to preserve and enhance your overall estate value but will also help you to create a legacy that will stand the test of time.
Avoiding Mistakes:
Throughout the process, our objective is to help you avoid the pitfalls and mistakes that often occur through poor planning. Ultimately, our goal is to ensure that your overall estate plan is efficient and effective.
WHAT WE OFFER