Succession planning

Wealth and businesses take years, if not generations, for families to accumulate and set up. Taking concrete steps to protect this wealth and business from changing times, evolving laws and the vagaries and conflicts of successive generations, is no longer an indulgence. It is an imperative. Succession planning is a necessity and not an option and this awareness has dawned quickly. Many however still deny the inevitability of human mortality. Succession planning remains low down on their priorities, something that can be taken care of with a will, preferably to be made when one is nearly gone! It is never quite as simple.

We help our clients draft wills and in formation of private family trusts.

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