An important aspect of a ‘Family Office’ is efficient transfer of wealth to successive generations. An ill planned succession risks negative financial consequences for the family fortune and leads to unnecessary stress and conflict among family members.
We have a specialized and dedicated in house team to help our clients tailor a Structure to articulate and implement their vision for succession and continuity of the family wealth during their lifetime. Our in-depth experience in continuity of family wealth helps us to visualize the specific needs of each client family.
Estate Plan Advisory
Preparation of Wills
Client Associates as executors
Complex structures like holding companies
A case study approach to assess and advice Private Clients on their need to protect their existing & future assets by way of structured insurance. As an independent Wealth Management Firm we are able to source the best protection solutions for our Private Clients.
At Client Associates, we provide a host of complementary services with the aim to build and deliver efficient portfolios for our clients across market cycles. Our clients enjoy access to best-in-class investment choices.