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Planning for succession

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To plan for succession, we work with you to set out a clear vision of what you are trying to achieve and the means to bring this about. We see this as a key part of the family office role.

Succession planning can involve some complex issues. With the right structure in place, you and your family can make important decisions concerning:

  • the destination of the current generation’s wealth
  • appropriate vehicles to achieve this
  • investment decisions that need to be made.

It is also vital that your family’s other advisers understand the implications. We have considerable experience of working with families in this area - occasionally acting as ‘honest broker’ to achieve the desired outcome.


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