Estate Planning
Written By EriksensGlobal
We are well versed in helping families look after their estates and assets through multiple generations. We have been entrusted by clients to run their investments after they have passed on and treasure this responsibility. Passing wealth and looking after multiple generations is extremely difficult.
By providing an independent and external perspective to managing this money, we can help with transferring intergenerational wealth more effectively. This includes ensuring the appropriate structures are in place, trust deeds are well written and other relevant considerations are made.
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