Inheritance Planning

At a time of global political and economic uncertainty affluent families worldwide are paying greater attention to the medium and long-term protection of family wealth, whether related to financial, real estate, operating business or other asset types, and its transfer between and among generations. In some cases we use standard and well-tested planning tools to achieve a family’s goals and avoid internal conflict. We also work with specialist lawyers and other professional advisors to develop custom solutions for more complex family situations based upon both civil and common law legal planning.