Estate and legacy planning for the next generation

Overview

Estate planning is about making sure your assets reach the people you intend, with as little confusion and delay as possible. It brings together wills, nominations, succession arrangements and a clear record of what you own.

We help you take stock of your assets, review nominations across investments and discuss succession questions. Drafting wills, trusts or other legal documents is for qualified legal professionals, and we work alongside them rather than in place of them.

What clients typically look for

• A consolidated view of assets, holdings and who the nominees are
• Clarity on how wealth should pass to spouse, children or others
• Planning for business or family succession
• Documents and information your family can find and use

Key considerations and risks

• Legal documents such as wills and trusts should be prepared by qualified legal professionals
• Nominations on an investment do not always determine ultimate ownership, and the position can differ by asset type
• Laws of succession can differ by personal law and by country, particularly for NRIs
• Plans can become outdated after marriage, birth, relocation or changes in assets
• Tax implications should be reviewed with a qualified tax professional

How the conversation works

1. Take stock

   We help you list assets, holdings and current nominations in one place.

2. Clarify intentions

   We discuss how you want wealth to pass and any special considerations.

3. Coordinate with professionals

   We prepare points for your lawyer and tax adviser to address.

4. Keep it current

   We revisit nominations and records after major life changes.

Frequently asked questions