What estate structuring is.
Wealth has the power to shift family structure, leading to instability. It also has the power to protect and liberate. That’s where estate structuring shines.
I have been dealing with both partners for over ten years and they have not only met my needs but gone the extra distance to ensure that my portfolio and that of my heir’s is secure. I trust their judgement and would not hesitate to refer any family member, friend or associate to their care.
D.T.
Estate structuring is more comprehensive than prudent estate planning. It takes more time and respects the fundamental importance of family throughout the process. Taking the time to fully understand your family’s unique dynamics, your desires and concerns to anticipate and pre-empt potential family conflicts is a key differentiator.
Estate structuring is a fully integrated process that customizes your tax plan, your estate distribution and your insurance/tax minimization strategies into one seamless solution.Estate structuring incorporates:
- Anticipating and preempting family conflict. It’s about leaving behind stability, not uncertainty.
- Ensuring your wills are consistent with your current desired outcomes.
- Developing a Distribution Philosophy that focuses on how, to whom, and when to distribute your wealth; ensuring a lasting legacy of financial stability for loved ones.
- Providing flexible solutions to proactively deal with ‘what if’ scenarios.
- Post mortem planning that minimizes double taxation on long-term corporate assets. You’ve paid your way all through life, now it’s time to preserve your legacy.
- Reviewing your corporate structure to increase flexibility and tax efficiency.
- Disentangling active assets from inactive loved ones.
- Seamless solutions to ensure all issues are raised and addressed.
- Engaging the family to ensure understanding so family harmony is maintained.
