Estate Planning

An important aspect of a ‘Family Office’ is efficient transfer of wealth to successive generations. An ill planned succession risks negative financial consequences for the family fortune and leads to unnecessary stress and conflict among family members. We have a specialized and dedicated in house team to help our clients tailor a Structure to articulate and implement their vision for succession and continuity of the family wealth during their lifetime. Our in-depth experience in continuity of family wealth helps us to visualize the specific needs of each client family.

  • Estate Plan Advisory
  • Preparation of Wills
  • Trust Formation
  • Trust Management
  • Client Associates as executors
  • Complex structures like holding companies

A case study approach to assess and advise Private Clients on their need to protect their existing & future assets by way of structured insurance. As an independent Wealth Management Firm, we are able to source the best protection solutions for our Private Clients.