Preserve your legacy with clarity, care, and confidence.
Overseeing significant family wealth—especially across generations—comes with a unique set of challenges. These become even more complex when a family business is involved or when relatives are living across various jurisdictions. Coordinating these dynamics requires both strategic clarity and deep experience.
For over two decades, we’ve partnered with families to help them manage, grow, and transition their wealth with purpose and care. This long-standing experience, combined with our commitment to trusted, enduring relationships, positions us as a valued partner in addressing the evolving needs of family wealth.
Our estate planning services are designed to simplify complexity and offer tailored solutions across five core areas:
Strategic Family Planning
Gain a comprehensive perspective on your family’s current priorities and future aspirations.
Governance and Communication
Establish frameworks that promote alignment, transparency, and shared values among family members.
Specialist Access
Tap into a curated network of seasoned professionals with expertise in legal, tax, investment, and legacy matters.
Peer Collaboration
Engage with a broader community of like-minded families and thought leaders to exchange ideas and insights.
Purpose and Impact
Define a clear mission that aligns with your family’s values and amplifies your societal contributions.
Delegating key responsibilities to an experienced advisor can bring clarity and efficiency to the management of family wealth, allowing you to focus on what matters most. By working with professionals who understand the complexities of multi-generational planning, you gain confidence that your wealth is being handled with care and expertise. Our integrated approach takes into account both personal and business priorities, ensuring your strategy reflects the complete picture of your family’s financial landscape. Whether you’re building a family office from the ground up or looking to strengthen an existing structure, we offer tailored support that complements your current setup and brings fresh, strategic insight.
Should you wish to explore how our family office services can support your goals, your relationship manager will initiate a conversation with our dedicated team. Together, we will take a detailed look at your family’s structure, values, and long-term objectives.
From there, we’ll craft a tailored strategy—complete with defined responsibilities, timelines, and actionable steps—to guide the management and stewardship of your wealth. Implementation is carried out in collaboration with trusted internal and external professionals, ensuring high standards and continuity.
To remain aligned with your evolving needs, we conduct ongoing reviews of your family strategy. As circumstances change—whether through generational transitions, regulatory shifts, or updated financial goals—we’ll make the necessary adjustments to keep your roadmap relevant and effective.
Estate planning is deeply personal—and no two individuals or families are alike. That’s why our approach begins with a conversation. Your dedicated adviser takes the time to understand your unique circumstances, values, and long-term vision, including any business interests, family dynamics, or cross-border considerations that may impact your estate.
We don’t believe in one-size-fits-all solutions. Instead, we create a tailored estate plan that reflects your goals today while remaining flexible enough to adapt to tomorrow. Whether your financial priorities evolve, family situations change, or new legislation comes into play, we proactively revisit and adjust your plan to ensure your wealth is protected, preserved, and passed on according to your wishes.
With deep experience and a holistic view of wealth, our team works alongside legal and tax professionals to help you build a comprehensive estate strategy—one that grows with you and safeguards your legacy for generations to come.
Estate planning is the process of organizing and managing your assets to ensure they are distributed according to your wishes after your death. It also involves planning for incapacity, minimizing taxes, and protecting beneficiaries. A well-structured estate plan provides peace of mind, reduces potential legal complications, and helps preserve your legacy for future generations.
It’s wise to begin estate planning as soon as you acquire significant assets or have dependents. Life events such as marriage, the birth of a child, business ownership, or retirement are also important triggers. Starting early allows your plan to evolve as your personal and financial situation changes over time.
A comprehensive estate plan often includes a will, power of attorney, healthcare directive, trusts, and beneficiary designations. Depending on your situation, other elements such as business succession plans, charitable giving strategies, or cross-border provisions may be included.
A financial advisor works closely with you to understand your goals and align your estate plan with your overall financial strategy. They help structure your assets efficiently, collaborate with legal and tax professionals, and ensure your plan reflects current laws and evolving family dynamics.
If you pass away without an estate plan, your assets will be distributed according to local intestacy laws, which may not reflect your intentions. This can lead to delays, higher taxes, and disputes among heirs. Proactive estate planning helps you retain control over how your legacy is managed and shared.