Private Clients

Our Private Clients provides comprehensive advisory services to entrepreneurs, family business owners, high earning executives and professionals, private wealth individuals.

We help structure and protect family wealth and plan for transmission of wealth to family members with practical tax advice integrated into confidential estate plans that reflect our clients’ family and business objectives.

Our professionals offer a wealth of experience in developing wealth protection and transfer plans and strategies that address our clients and their family’s retirement and business succession needs, meet their philanthropic goals and objectives, and efficiently manage the subsequent estate.

WHAT WE CAN DO FOR YOU

We always seek to provide bespoke, feasible and sustainable solutions for personal and family assets.

We advise on a range of matters, including:

  • Tax planning and advice
  • Business structuring and wealth transfer strategies
  • Asset and wealth structuring
  • Succession planning
  • Incorporation, corporate secretarial and accounting advisory
  • Risk and protection management
  • Will, trust and estate planning
  • Family governance

 

Get in touch to discuss with us