Succession Planning and Wealth Structuring

When your assets and business interests are complex, valuable or perhaps spread across different countries, your wealth is exposed to a variety of hidden risks. The impact of different legal, regulatory and tax environments can have unintended consequences for everyone involved.

Every family views the purpose of wealth differently, according to their values, lifestyle and experiences, as well as the legacy they want to leave behind. Planning should be at the front of your mind whether you are focused on building and preserving your wealth, maintaining your lifestyle or finding ways to contribute positively to society and the environment for many years into the future.

For many, the idea of setting up a succession planning strategy can feel overwhelming. The challenge is not limited to planning the structure of wealth, but aligning your approach with the rest of your family. This has never been more relevant than today. 

Sharing views and discussing aspirations can help ensure you pass on a consistent purpose to the next generation, as well as a sustainable financial or societal legacy. The more ambiguity can be removed, the more likely the next generation will understand your vision and a sustainable wealth transition will be achieved.

Our expert teams will help you navigate the most important decisions and define the guiding principles you wish to apply. Our staff are highly experienced and committed to establishing enduring relationships. In many cases, our relationship with a family endures to at least the third generation and quite often beyond.