Create a legacy that helps in providing for a person’s family, supports causes & charities a person care about as well as maintains a person’s values and vision across future generations. Our experienced estate and trust professionals also help in providing advices on tax-efficient wealth transfers with a view to:
Review existing estate planning documents
Integrate estate planning with tax, investment, business as well as insurance planning
Manage issues associated with sizable inheritance
Identify most beneficial trust structures for a person’s particular needs
Use tax-efficient wealth-transfer strategies
Carry out philanthropic goals
We are Independent Financial planners, who are responsible for designing a financial plan that will take the client from where he is now to where he wants to be in the future, i.e. a plan that satisfies his needs and objectives.
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