We guide our clients through the process of estate and inheritance planning and assist them in arranging their financial affairs in such a way, their families and any other beneficiaries may enjoy the maximum benefit from their assets, both during their lifetime and after their passing. Estate duty is levied when assets are passed from one generation to the next. By implementing estate planning techniques, this shackle of successive duties van be broken, which safeguards family wealth from unnecessary long-term value erosion.
We ensure that every clients’ will, powers of attorney, trusts and other legal documents are at the cutting edge of international best practice and remain that way. The services we provide include: serving as a trustee, executor, commissioner or discretionary representative, having direct responsibility for managing assets for individuals and families, as well as estates, trusts, legacy foundations and other entities our clients establish or control.
Many of our clients want to make a difference, not only for their own families but also for a greater cause. With the right advice, our clients’ good intentions can become their lasting legacy. By partnering with our non-profit organisation Autus Care, we can assist clients in strategically allocating and managing philanthropic donations. We also ensure that all NGO / NPOs eligible for consideration are properly screened, governed well and are managed effectively.
The service of a family office is usually engaged when a family’s assets have grown to a size where full-time professional management may be required or could be beneficial. Many clients are business owners and high net worth individuals who require comprehensive and complex financial planning and advice. The seek ways to manage and grow their hard-earned assets as well as to protect them, in order to facilitate a smooth transition to their nominated beneficiaries. We offer a tailored service that may include specialist legal and tax advice, as well as detailed consulting about the structure and management of their trusts. Bespoke local, as well as offshore investment portfolio strategies, are developed to meet the unique needs and objectives of our clients.