Establishing trusts and/or foundations to ensure a smooth succession of wealth

Example:

You would like to establish a trust to optimize taxation and keep your assets protected from bankruptcy until your children or beneficiaries reach a certain age

Setting up a structure to facilitate communication, voting and exit among family members or business owners

Example:

As your family business grows, you would like to establish a family board to provide clarity over decision-making, responsibilities, ownership privileges, and involvement in the enterprise

Setting up a legal asset holding structure to optimize tax and protection of assets

Example:

You decide to set up a new entity and you need advice on the type of legal structure that would suit your needs the most

Setting up a statement of purpose for a family to help align family members in decision-making

Example:

You would like to create a bespoke document containing a family mission statement, a summary of strategic assets, and identification of the family leaders and decision-making protocols

Putting together a tailored curriculum to educate the younger generation on investing, planning, and leading

Example:

You would like to prepare your heirs for their future role in running the family’s wealth by preparing a special education program