Private clients & families

Health Check

Ensure your forward plans will practically work

  • Confidential health check of your estate planning & trust documents

  • Review alignment, practical application, relationship dynamics & guiding principles

  • Intercept potential issues, concerns & gaps, identify opportunities

  • Collaborate with legal, accounting, tax & investment advisers

  • Agree priorities & document actions associated with the forward plan

Document Your Intentions

Create a positive & purposeful legacy

An Intention Statement provides guidance & context for gifting & governing. Communicating the “why” (i.e. your intentions, hopes & wishes important to you) enhances connection & meaning for family, heirs, trustees & beneficiaries. When your intentions are clear, wealth can be governed & transitioned more wisely.

Prepare Your Heirs

Transition planning to help family heirs

The transition of family & financial capital between generations shouldn’t be left to chance. Improve communication, understanding & trust to prepare your heirs for the responsibilities associated with receiving & managing the future transition of wealth.