TRUST, ESTATE & SUCCESSION PLANNING
TRUST ADVICE
We provide advice and services on all aspects of trust matters including formation and administration of local trusts and offshore trusts.
ESTATE PLANNING & ASSET PROTECTION
We provide estate planning strategies including the waterfall method for creating generational wealth, and asset protection mechanisms for divorce, creditors and taxes.
WILLS & POWERS OF ATTORNEY
We have extensive experience in drafting wills, other testamentary documents and powers of attorney. We also provide advice on the interpretation of wills, beneficiary entitlements and mental capacity issues.
ESTATE SEARCHES & ADMINISTRATION
Our services include obtaining probate and letters of administration as well as marshalling and distributing estate assets. We also attend to the re-sealing of foreign grants of probate or administration and conduct bankruptcy, beneficiary and asset searches on behalf of estates.
SUCCESSION PLANNING FOR FAMILY BUSINESSES
We advise on structures to ensure continuity of a family business and its wealth including buy-sell agreements, family constitutions and conflict resolution.
GOVERNANCE STRUCTURES
GOVERNANCE IMPLEMENTATION & BOARD ADVICE
We advise on, establish and implement governance systems in private, public and non-profit organisations. We also serve as independent directors and advisory board members.
CORPORATE, BANKRUPTCY & INSOLVENCY
BUSINESS & COMPANY ADMINISTRATION
Our general corporate practice includes advising businesses in all phases of development, from start-ups to well-established companies, including formation of legal entities, corporate governance/compliance and commercial and employment contracts.
BANKRUPTCY & INSOLVENCY
We advise on bankruptcy and insolvency matters retain a licensed Trustee under the Bankruptcy and Insolvency Act to assist in this process. We have a 100% success rate in creditor acceptance of proposals to assist insolvents in the financial rehabilitation process.
DISPUTE RESOLUTION & LITIGATION
MEDIATION, ARBITRATION, NEGOTIATION & LITIGATION
Our services include the full spectrum of dispute resolution and litigation mechanisms ranging from negotiation, mediation, and arbitration to various courtroom strategies.
SEMINARS & KEYNOTE SPEAKING
EDUCATION
We partner with organisations and private clients and their families to provide a range of seminars and workshops on areas including trust and estate planning, succession planning and governance.