Succession
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Succession & Estate Planning
We help families and high-net-worth individuals plan for the orderly transfer of assets across generations. Our advice is discreet, technically rigorous and sensitive to family dynamics.
Private ClientsFamily BusinessesDiasporaAgricultural Estates
Key Services
What we do
- Drafting, custody and execution of wills and codicils
- Probate, letters of administration and full estate administration
- Family trusts, private foundations and asset protection structures
- Intergenerational wealth and business succession planning
- Resolution of contested estates and inheritance disputes
- Cross-border succession involving diaspora assets
Our Approach
How we deliver
01
Confidential intake with the principal and, where appropriate, family
02
Asset and liability mapping with tax and regulatory overlay
03
Documented succession plan reviewed every three years
04
Executor and trustee support after the principal's passing
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