Services include independent advice about:
- Global Holdings: Are there tax issues? Are there inheritance issues? Are the right documents in place?
- Off-shore trusts: Can you benefit? Where should it be? Who is the right trustee?
- Family Offices: Do you have one? Should you have one? How should it be organized? What should it do?
- Generational Transfers: Will the business continue? Will the wealth continue? Will the family continue?
- Family Governance: Do you have a constitution? Do you have a Family Council? Do you laugh together?
