Private clients and families

Road test your estate plan

A confidential review of your future transition plans

Too many estate plans are out of date, or won’t practically work. If the plan goes wrong, it can lead to pain and hurt that flows through the generations. Review your forward plans to identify issues, opportunities and prioritise actions. Don’t leave things to chance.

Make your best intentions count

Ensure your voice is heard

Provide clarity and guidance to beneficiaries, trustees and heirs. When you define and communicate what’s important, you connect people you care about to your hopes and wishes. If your intentions aren’t defined, they’re unknown and therefore untapped.

Prepare family, trustees, and beneficiaries

Choose to create a positive impact

Improve understanding and build trust by preparing family, trustees and beneficiaries for upcoming transfers of family and financial wealth, directly or through a family trust.