Ensure smooth and efficient wealth transfer to your intended loved ones
Create sufficient liquidity for to meet potential liabilities relating to estates
Avoid surprises and potential disputes for your family
Thinking ahead prepares you for life's surprises. Here are six questions to help you get started:
What's the current and future personal and financial situations, and capabilities of my family and loved ones?
Who should benefit from my estate? When and for how long?
What type of assets is my wealth comprised of?
Are there any foreseeable liquidity needs?
Where are my assets situated? What is the tax residency of my intended beneficiaries?
What are the various taxes and legal obligations affecting gifts, inheritance, and wealth?
There is no time like the present to put a succession plan in place, and we are here to support you. Your main point of contact is your client advisor, who’ll work with our wealth planning specialists to address your specific needs. Alternatively, you can arrange a callback with us.