Who You Are

At our office we serve three major categories of clients: 


Families in Business

  • You run or have recently sold a family-run business.
  • Your business is coming up to a period of transition, e.g. transfer from one generation to another, or sale.
  • You are looking to review your business structure to address succession and tax issues.

 

Families of Wealth

  • You have substantial resources.
  • You want to safeguard your legacy wealth for future generations (family and your favourite charities).
  • You want a solid, tax-efficient plan for today, and tomorrow.

 

Professional Families

  • You have a very full plate and sometimes find it hard to keep your work-life balance.
  • You are passionate about your work, not your paperwork.
  • You want to know if you “have enough” for the next stage of your life