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Planning and structuring

Goals-based planning and wealth strategy

A plan that drives every decision.

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What's included

Who it's for

Our approach

It starts with a plan that drives every decision. Structures, tax planning and transactions then follow from the plan, in every jurisdiction where your family lives, invests or holds assets.

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Customer scenarios

This scenario is illustrative and does not describe a real client.

Scenario

Every adviser working to a different plan

The lawyer, the accountant and the bank each have their own idea of what the family wants.

The situation
The family has never written down what its wealth is for. Each decision about a property, a structure or a gift is made on its own, and advisers learn about each other's work late.
What we would do
We map the balance sheet, entities, goals and existing advisers, then agree with the family a plan that drives every decision, so structures, tax planning and transactions follow from it.
Where it leaves the family
Lawyers, accountants, banks and managers work to the same plan, and the family sees one consolidated view.

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Tell us about your family's priorities. Every conversation is private and carries no obligation.

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