Estate and Succession Planning
Ready to move on?
Careful estate planning can ensure a smooth transition from entrepreneur to wealth-owner while helping you to navigate opportunities and hidden risks. Examples of common risks that result from a lack of planning are excess taxes, court-mandated decisions, liquidity risks, and delays. It is therefore essential to build a financial plan adapted to your individual and family objectives, and looks at all manner of things involved, like:
- Your assets and liabilities
- Wills
- Potential prenuptial or postnuptial agreements
- Contractual obligations
- Insurance policies
- Cross border assets
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