Generational Wealth Preservation

The preservation of generational wealth is paramount to the needs of family groups. Ensuring that the wealth legacys of past and current generations being available for future generations comes about in 2 distinct stages:

  1. Legal Documentation
  2. Ongoing Education & Administration

The Legal Documents process is the design stage which seeks to fit the family's operational and social design needs. It will encompass business structure reviews, review of Constitutions, implementation of special purpose shareholder agreements and special purpose capital protected bloodline trusts, and the implementation of shareholder deeds and corporate governances reflecting the underlying directives within the preceding documents.

The ongoing education and administration process is working with the family members at an early age, educating them on the legacy and privilege bestowed on them and teaching them the importance of disciplined systems of management and administration. Assisting the family members with their administrative processes, attending family meetings, both corporate and internal family meetings, is part of the service and paramount to the preservation of the family's wealth.

We also work closely with a team of Estate Lawyers to ensure Estate Assets are dealt with in accordance with the wishes of the deceased and provide Co Executor and Trustee service to our family clients.