A legacy that transfers without a fight.
Estate planning is not only about who inherits — it's about whether there is cash to settle costs, how long the process takes, and whether your family has to sell something to fund it.
Liquidity is the real problem
Estate duty, executor's fees, capital gains and outstanding debt all fall due before assets transfer. Without liquidity, families sell property or businesses under pressure. We calculate the shortfall and fund it.
Documents that match the plan
An outdated will, a mismatched beneficiary nomination or an unfunded trust can undo years of planning. We check that every instrument points the same way.
Planning across generations
For families with businesses, property or multiple beneficiaries, structure determines whether wealth survives the transfer. We plan for the second generation, not just the estate.
What this includes
- Estate duty and cost projection
- Liquidity shortfall analysis and funding
- Will review and coordination
- Trust structuring considerations
- Beneficiary nomination alignment
- Business succession integration
- Offshore and multi-asset considerations
- Periodic estate plan reviews
Frequently asked
I have a will — do I still need estate planning?
A will directs assets; it doesn't create the cash needed to settle costs or reduce estate duty. Those require planning.
Do you draft the will yourself?
We coordinate with your legal and fiduciary professionals so the will, nominations and funding align.
When should I review my estate plan?
After any marriage, divorce, birth, business change, property purchase or significant change in value.