Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way to make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.
We have helped generations of families develop wealth, transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.
• Legacy Planning often includes many non-monetary considerations that need to be documented or communicated to loved ones.
• Charitable Giving can provide tax benefits for you and your heirs.
We can help you articulate your estate planning goals and will work closely with your tax and legal advisors to help ensure your financial strategy reflects your estate planning needs. Or, if you prefer, we can provide referrals to outside professional advisors adept at the intricacies of estate and tax planning. Whether you use a trust, foundation, an offshore structure or another method for accomplishing your long-term estate planning goals, we can assist you in navigating and simplifying today’s complex estate planning landscape with services including:
• Formation of Trust or Foundation.
• Comprehensive Personal Estate& Legacy Planning.
• Comprehensive Business Transfer / Succession advisory.
• Gifting Strategies to Family Members and/or Charities.
• Generation Skipping Transfer Strategies Utilizing Trusts.
• Insurance Planning to Help Protect Assets or Create Wealth for Heirs.
• Assistance for drafting WILLs in UAE, BVI and Singapore.
• Formation and management of any other suitable vehicles to preserve capital, safeguard assets through multi-generational planning.