ESTATE SOLUTIONS

Estate Planning is a critical component of Wealth Management, in a globalized economy it is more challenging given that our clients may have family members, assets or income in multiple jurisdictions, an effective solution requires an intimate knowledge of tax and inheritance laws in different jurisdictions. Our estate planning consultants help our clients translate their goals into effective legal and tax efficient solutions. We add value to the advisor-client relationship by understanding and addressing salient tax and inheritance planning issues. We provide professional tax and legal assistance to conceive, draft and execute a sound estate plan or a particular solution within the plan.