Wealth Structuring & Succession Planning

Wealth structuring and succession planning are strategic approaches to protect, grow, and transfer your assets efficiently. Whether you are focused on asset protection, succession planning, or creating a sustainable financial future for your family, these processes help organise your wealth for long-term stability and growth.

Our Services

We offer comprehensive wealth structuring and succession planning services tailored to high-net-worth individuals and families. Our specialised teams support your ambitions and ensure your ongoing success. Our services include:

Asset Consolidation: Consolidate your assets under a specific holding structure for a comprehensive view of your family's wealth
Succession Planning: Design and implement estate planning strategies for seamless wealth transition
Trust and Foundation Services: Establish family trusts, private trust corporations, and charitable or non-charitable foundations to manage and protect your wealth
Investment Holding Structures: Create dedicated asset or investment holding companies for efficient investment management, with ongoing oversight and governance processes pertaining to underlying assets
Family Governance: Develop strategies to limit conflicts and ensure smooth wealth transition aligned with your core values
Protection Services: Implement measures to protect your family wealth, financial assets, and family business from unforeseen events
Philanthropic Planning: Align your succession plan with charitable and philanthropic goals, considering sustainability and ESG priorities

How We Can Help

Sustaining and growing your wealth requires a proactive and flexible approach. We understand that your assets and business interests may be complex and spread across different jurisdictions, exposing them to various challenges. Our expertise helps you navigate legal, regulatory, and tax environments to help mitigate these risks.

We work closely with you and your advisors to develop customised wealth structuring strategies that reflect your family's values and aspirations. Whether you aim to preserve wealth, maintain your lifestyle, or contribute positively to society and the environment, we provide the support you need.

Our services offer the flexibility and control necessary to adapt to changing circumstances. We help manage capital flow to beneficiaries, ensuring their financial security now and in the future. By establishing robust governance structures and succession plans, we protect vulnerable family members and businesses, ensuring a smooth transition of wealth.

Thinking Ahead

Planning for the future can be daunting, especially when aligning the interests and values of your family. At Equiom, we facilitate open discussions to ensure a consistent purpose is passed on to the next generation. Our expert teams guide you through key decisions, helping define the principles you wish to apply.

Our commitment to lasting relationships means we are there for you every step of the way. Our relationships often span generations, ensuring continuity and stability in managing and preserving your wealth.

Invest in your family's future with Equiom’s wealth structuring and succession planning services. Together, we can build a secure and prosperous future for you, your family, and your business.

Please note this content has been carefully prepared, but it has been written in general terms to provide an overview of the services available across the Equiom group and should be seen as broad guidance only. The statement is not intended to suggest that each service listed is provided by all office locations. For more specific information, please contact our team or an office location of your choosing.