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INDEPENDENT FAMILY WEALTH MANAGEMENT

WE ADVISE CLIENTS ON ISSUES SUCH AS:

  • How family trusts can be used to provide for more timely and immediate distribution of family assets upon death without disruption, delays, costs and loss of confidentiality associated with obtaining probate under a will

  • How family trusts can be used to pass family wealth on to the next generations in an orderly and flexible manner

  • How family trusts can be set up to allow clients to retain control over investment of trust assets

  • How family trusts can provide for the needs of vulnerable or sick family members

  • How family trusts can protect family wealth from creditors, future financial difficulties, divorce proceedings or litigation

  • How family trusts can enhance a family's privacy and confidentiality

  • How family trusts can be used to minimize tax liabilities which can erode family wealth

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