Wealth Management
Succession
Our Message
Family wealth is a resource requiring active management and planning throughout each phase of life.
For many families, the goal of strategic financial planning is not simply to manage, multiply and protect their wealth, but to leave a financial legacy for the next generation based on a shared understanding and common set of values.
Deciding how and when to pass wealth on to future generations can be difficult to navigate. Understanding your options and how this can be managed is key to ensuring assets are passed to children, grandchildren and others in line with your wishes.
Philanthropy & Commitments
Strategic wealth planning has challenges of which all families should be aware. Chief among them are legal and tax considerations that differ based on countries and jurisdictions.
Different countries have different rules. Special care should be taken to understand the rules specific to your personal situation—not just in your home country but also the countries where your assets are situated and those in which your beneficiaries reside. For example, in certain countries it is imperative to have a valid will—a legal document dictating whom your assets pass on to after your death. Or in some countries, taxes can considerably impact the value of assets as they are passed from one generation to the next. These types of implications should be examined and reflected in your strategy.
Supporting You All The Way
Succession planning- Understand the Next Generation