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Family Wealth Succession Planning | Wealth Management

It is vital that you are able to build, safeguard and transfer your investments and assets when you wish, to anyone you wish. Within KRA Wealth Management’s Estate Planning Framework, Family Wealth Succession Planning considers any assets you might regard as yours – whether they are held personally, through a trust, through business interests or an entitlement under a life insurance policy.

Our approach is to work with you to tailor a succession plan for your specific circumstances, ensuring the right assets pass to the right people at the right time. Family Wealth Succession Planning solutions include:

  • Structuring of affairs
  • Developing asset protection strategies
  • Exit strategies from a company or business
  • Wills, Testamentary Trusts, Powers of Attorneys
  • Shareholder agreements.