Families and Succession Planning
Entrepreneurs and their families – successful succession
Post COVID-19 the world economy needs our entrepreneurs – the world’s wealth creator and principal employers – to pull us and keep us out of recession.
Our partner has decades of experience advising families both onshore and offshore not only on how to pass wealth down the generations, but also in how to transfer decision making whether in the running of an ongoing business, managing an art collection or running a charity.
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An overview of our service
Entrepreneurs are, as Steven English our investment manager says, invariably ‘intelligent fanatics at the helm’ of their business.
They do not often have the time or enthusiasm to plan for a smooth succession. However, if they do not make the time, their hard earned wealth is likely to hemorrhage away in family disputes, unnecessary taxation, bad investment decisions, and undesirable third party interests.
How It Works
We can advise on all aspects of succession to make it smooth and painless. Advice includes creating and reviewing trusts, cross border investments, incorporation of good governance, deeds of variation and probate.
Our specialist partner has worked with many entrepreneurs from many different backgrounds and nationalities and deals with each and every one with the sensitivity and understanding they deserve.
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We work with carefully selected partner organisations to provide a collaborative, multi-disciplinary approach to estate planning. To strengthen and develop the estate planning element of a business, view our other Partner Services.Find out more about our other Partner Services