Estate and Succession Planning

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Careful estate planning can ensure a smooth transition from entrepreneur to wealth-owner while helping you to navigate opportunities and hidden risks. Examples of common risks that result from a lack of planning are excess taxes, court-mandated decisions, liquidity risks, and delays. It is therefore essential to build a financial plan adapted to your individual and family objectives, and looks at all manner of things involved, like:

  • Your assets and liabilities
  • Wills
  • Potential prenuptial or postnuptial agreements
  • Contractual obligations
  • Insurance policies
  • Cross border assets
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