Estate and Succession Advisory

We help you in deciding whether you require a will or a trust. We partner with the best companies and lawyers to make sure your legal requirements are met.

  • A self written document to distribute assets.
  • Goes into effect after death.
  • Easiest form of inheritance document to be challenged in court.
  • A professionally written document with no ambiguity.
  • Goes into effect after death.
  • An organization set-up to manage assets transferred in its name.
  • Goes into effect before, at or after death.
  • Expensive to maintain.
  • An organization set-up to manage assets.
  • A family member can be on the board and assets can be distributed over a period of time.
  • Goes into effect after death.

Schedule a call.