Family Wealth Protection came together with the aim of providing significant value to your situation through advanced structures and strategies for protecting your family wealth now and as it moves down your bloodline for generations to come. By doing so, we’re able to provide true peace of mind.
We provide establishment and ongoing management of all Asset Protection Structures and Strategies
We provide establishment and ongoing upkeep of all protective estate planning documents, structures and strategies
We provide initial planning and ongoing management of all Family and Business Succession as well as establishing and managing Family Advisory Boards to facilitate Intergenerational Wealth Transferring in the most protected and tax effective way and preserving family wealth for bloodline generations
We complete a detailed assessment that covers our 3 Areas or Focus comparing your current situation Vs Our Value Added Holistic Solution so that you can understand where you are exposed for loosing family wealth and opportunities to provide complete protection moving forward.
We collect all the required information to complete the chosen structures and strategies to provide you with comprehensive family wealth protection.
We complete your structures and strategies and present a first draft for review and any adjustments.
We provide your final draft documents for signing.
We complete an annual review of your situation and make any required adjustments so that your structures and strategies for family wealth protection remain updated.
Disclaimer: The information and any advice contained on this website is general in nature and does not take into account the objectives, financial situation or needs of any particular person. You need to consider whether the information is appropriate to your needs, and where appropriate, arrange an appointment to seek professional advice prior to acting on this information.
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