Corporate Restructure, Estate
& Succession Planning

“Succession planning provides certainty and peace of mind for all parties in a world of risk”

Every business has key staff/managers/directors without whom the business would struggle, for example:

Other key persons can include:

Depending on your individual needs, Family Wealth Professional will tailor a comprehensive Business or personal succession plan to fit. Whether:

Business: Key person insurance - designed to protect the business against shortfalls of revenue, loss of value and to ensure its ongoing viability.

Shareholder: Business succession planning (BSP) is about the shareholder, not the business. It aims to provide certainty for the departing owner, as well as the remaining business owners.

Individual: Personal Risk management of issues, particularly identifying if there is a shortfall of assets required to support beneficiaries.

Family Wealth Professionals have highly trained individual’s expert in the field of identifying and managing business and personal risk and determining the best way that these risks can be transferred, reduced or retained by implementing a combination of integrated strategies including buy-sell agreement, risk products and other strategies to protect you.

Our adviser’s can co-ordinate the process and engage either your own or our team of professionals to deliver the outcomes you need. For your ongoing peace of mind for you, your family, your partners or shareholders contact the experts at preserving your wealth for your family, Family Wealth Professionals.