Succession & Estate Planning

Business succession planning

Business succession planning is a key element to consider in any commercial enterprise. Having a predetermined plan to transfer ownership of your share of the business can protect your business asset and avoid disputes.

Through our partnership with Partners Wealth Group, we can advise you and your business partners on how to:

  • Develop a business agreement
  • Construct and facilitate a buy/sell agreement
  • Funding solutions.

By planning your exit well in advance, you can maximise the value of your business and enable it to meet your future needs.


Estate planning – safe-guarding your family’s wealth

A thorough financial plan also includes effectively providing for your family and transferring wealth when the circumstances arises. Through our association with Partners Wealth Group, their financial advisors and legal experts, we can build a comprehensive strategy across your investment accounts to ensure your wishes are carried out.

We can also help you legally reduce taxes, establish effective structures and develop a succession plan for ownership of family businesses.


Get in touch

To discuss how to safeguard your wealth with succession planning and ensure your family gets maximum benefit, contact us.


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