WE LOVE SUCCESSION
We are accredited specialists in the space of Succession, Asset Protection and Estate Planning or SAPEP for short. Effective implementation of these services. Outsource this complex process that can raise various issues including equity, tax, financial, legal, family advisory, and more.
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Succession Planning
Family and business succession planning services to assist in preparing for the future. Our experienced succession planning team helps to develop strategies to effectively transfer ownership of business and family assets to the next generation or internal / external parties.
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Asset Protection
Our asset protection advisory services help clients safeguard their assets from potential risks and legal claims. We provide expert guidance on strategies for minimizing risks and protecting assets, such as structuring assets in trusts or other legal entities, insurance coverage, and developing contingency plans. Our team of experienced asset protection advisors develop customized solutions that address the clients unique needs and circumstances. We also provide ongoing support and guidance to ensure that asset protection strategies remain effective and up-to-date.
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Estate Planning
Estate planning services to tailored to ensure assets are distributed per directions. Guidance in structuring wills, trusts, and other legal documents to achieve estate planning goals. This includes but is not limited to wills, testamentary trusts, enduring power of attorneys, and advanced health care directives.
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Family & Business Advisory
Our team provides guidance on issues such as family advisory boards, business structure, risk management, and asset transfer. We also offer assistance in managing family relationships and resolving disputes through effective communication and conflict resolution strategies.
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Our industry leading experts
Our holistic approach
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