Our wealth planning offering is multi-faceted, flexible, and built on decades of experience advising ultra-high net worth individuals and single family offices. Together, we can protect your wealth and create the future you want for yourself, your family, and the next generation.

Financial planning on your terms:

We work with you on wealth planning strategies that focus on what's important to you, your needs, and your family's long-term plans.

An ideal structure for your assets:

Based on your current and future tax profile, we can help you identify suitable structures for your private wealth, assets, investments, or philanthropic donations that align with your wealth and succession objectives.

Wealth preservation for the long-term:

We guide you through ways to maintain and preserve your wealth, so you can safeguard assets for your family's long-term prosperity.

Plan your finances and manage your wealth with confidence:

Financial and Succession Planning:

• Business succession, inheritance, and legacy planning
• Managing private assets, your estate, and transfer to future heirs
• Guidance on life insurance, wills, and other succession documentation

Family Governance:

• Establishing and managing single family offices
• Continuity planning and conflict management
• Shaping long-term control and decision-making processes

Contact us to discuss how we can assist with your wealth planning needs.