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A Will, also known as a Last Will and Testament, is a legally prepared and bound document that states your intentions for the distribution of your assets and wealth after your death.

Business succession planning is the process of deciding who will take over your business in the future when you retire or the unexpected happens.

For many wealthy families, family offices are an effective way to manage their complex financial lives for both current family members and succeeding generations.

Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in critically different ways. Estates make a one-time transfer of your assets after death. Trusts, meanwhile, allow you to create an ongoing transfer of assets both before and after death.

Starting a business is difficult and time-consuming.

We assist with functions such as setting up records, organizing the accounting system, assisting with bookkeeping, payroll services and business development.

Philanthropy involves charitable giving to worthy causes on a large scale, but it is much more than just a charitable donation. Philanthropy is an effort an individual or organization undertakes based on an altruistic desire to improve human welfare, and wealthy individuals sometimes establish private foundations to facilitate their philanthropic efforts.