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.
- 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