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Succession Planning

Estate Planning

Thrilling Experience

Administrative Services

Family Meetings

Tax Services

Wealth Management

Wealth Transfer

Assisting clients to structure comprehensive Succession & Estate plans.
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How we may be of service

Business Succession

The process of succession planning involves finding and grooming future leaders who can take over from established ones in the event of their departure, retirement, or passing.

Consolidation Of Accounts

The Consolidation of Accounts service, will offer a Balance Sheet approach towards our clients. It will present a detailed report about the market value of all the client’s assets & liabilities

Family & Corporate Governance

An efficient Succession Plan, tackles these points through setting up a sound Corporate Governance and in parallel structuring a Family Constitution

Family Constitution Charter

A system of shared decision-making, typically by a board of directors and a family council, known as Family Governance supports the owner family in managing its relationship with its wealth and businesses

Real Estate

Study includes site visits, photographs, detailed description and legal aspect. A final report will be issued in soft and hard copies.

Philanthropy

Philanthropy is among our services, towards which most wealthy families are being directed. This fact creates a supreme purpose activity to implicate all the family members