What We Do
Estate Planning
Do you know how your estate will devolve if you were to die today?
- We will give you a snapshot of what your estate looks at a specific point in time.
- We will highlight the problem areas of your current estate plan and offer advice on how to restructure your estate so as to ensure smooth succession and reduced costs.
- During the process all your structures are reviewed for compliance and readiness for action on your death.
Trusts
Are they an antiquated and useless concept or a useful and relevant entity?
- We review your current trust structure for relevance, compliance and legalities.
- We establish new trust structures through a simple process, providing education and support throughout the process.
- We can act as a professional trustee on your trust structure.
- We provide all trust administration and related services.
Local & Offshore Wills
Have you drafted the most important document you will ever draft in your lifetime?
- We will help you draft your Last Will and Testament to ensure your wishes are clear and can be actioned quickly and efficiently.
Deceased Estates
Will the person appointed as your Executor treat your loved ones with care, understanding and provide them with guidance at the time of your death?
- We can act as Executor or Co-Executor of your estate.
- We will be gentle with your loved ones during the winding up of your estate and will guide them throughout the process.
Company Establishment & Management
Is your company documentation relevant and up to date?
- We review company formation and management documentation to ensure relevance, compliance and legalities.
- We establish new company structures with customized Memorandums of Incorporation.
- We offer advice on documentation such as shareholder, buy-and-sell and lease agreements and can draft these documents should they need to be put in place.
Business & Personal Administration
Do you want to get on with running your business and have more time for yourself, but find you spend too much time on admin
- We assist with a variety of business and personal administration for our clients, lets discuss how we can assist you to lighten your administration burden.
Property Management
Do you have properties that need managing?
- We manage a number of properties for our clients and are happy to discuss your needs and requirements to identify how we can assist you.