Protecting your assets and family
Careful estate planning can help ensure the wealth you have built is transferred smoothly, tax-effectively and most importantly, according to your wishes after you are gone.
We have helped generations of families protect and pass on their wealth since 1991. Our long-term approach gives you peace of mind that your affairs will be managed with care and commitment throughout your life and beyond.
- Preparing a will and an estate plan (including establishing any trusts)
- Estate administration and executorial duties – to help ensure your will is executed according to your wishes and to relieve your family of the responsibility
- Enduring powers of attorney and living wills – appointing someone to make financial decisions on your behalf in the case of unexpected illness or accident
- Leaving a charitable legacy
- Personal insurance cover
- Business owner succession planning.