Wealth planning

Preserving your assets for the benefit of future generations is not without its challenges. You may want to involve your family in the process, without ceding overall control. Our relationship managers work to closely understand the needs of your family, then advise on a plan that leaves all parties satisfied.

It makes sense to protect your wealth for yourself, your family & future generations.

How you go about this is a personal decision, but not a straightforward one. You will need to consider a range of issues:

Who would you like to benefit from your estate, when, how and in what proportions?
Who would you want to manage the distribution of your estate? Do they have the time and experience to handle this task?
Will your family have access to sufficient funds to meet estate/inheritance taxes and other important obligations?
Who will succeed you in your family business? What will happen to your business if you become incapacitated?
Who will look after your family and/or your business or other important assets if anything happens to you?
What will happen if you or your dependants become incapacitated?
How can you meet your charitable goals and communicate your values to the next generation?
How can you protect your family’s wealth from unforeseen future events such as divorce settlements and third party claims?
Your family may hold assets such as real estate, company shares or bank accounts in a variety of jurisdictions. In this case, have you addressed and planned for estate duties, inheritance taxes and the challenges of obtaining probate in multiple jurisdictions?
Have you considered ways to avoid any potential family disputes when succession becomes a consideration?

In any scenario, professional wealth structuring and planning will help you protect the safety and security of your assets, as well as your family's financial confidentiality. It can also enhance your control over your financial position while facilitating orderly succession of assets as well as minimising tax exposure in the various jurisdictions in which your family has assets.

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