Wealth Transfer · Estate & Succession
Getting wealth transfer right is what makes the rest of the plan worth doing. We look closely at the funds you have, the tax position they sit inside, and how your estate would actually be administered — in adherence to your wishes, not the default rules of whichever jurisdiction you happen to die in.
Our succession planning process considers the health of your current arrangements, examines residency and domicile issues, and looks at financial administration across the bank accounts, assets and investments you may hold in more than one country.
Nothing here is designed to be clever. It is designed to hold up when it is needed — which is usually at the worst possible moment for the people who inherit it.
Will writing that accounts for where assets sit, where you are domiciled, and whose laws will apply.
The documents that matter most when capacity, not death, is the issue — and that families almost always wish had been written earlier.
Used where they genuinely serve the plan, not as products in their own right. Established with proper trustees and a clear paper trail.
Forced heirship, double-tax treaties, situs rules and the practical question of who will probate which asset, where.
Inheritance tax exposure, lifetime allowances, the interaction between residence and domicile — quantified, not assumed.
Where families are willing, we encourage the next generation to be introduced to the adviser before they need to be. It removes a layer of friction at exactly the point when no one has the energy to deal with it.
All of this is meant to be quiet, written down, and on the record. That is the job.
Financial Planning — the foundation everything else sits on.
Every engagement begins with a private conversation. No pitch, no fee — just an honest read on where you stand.
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