FAMILY AND BUSINESS LEGACY PLANNING

At the heart of any family wealth management strategy is succession, and the team at Suntera Private Office works collaboratively to put in place a framework that is tailored and focused on protecting family wealth and future legacy in the long-term. 

Appreciating the need to ensure family members are looked after both now and in the future, our team is focused on providing supportive guardianship, building structures that allow capital growth and income generation to be applied according to a family’s wishes, while also integrating family business interests into a holistic model.

When navigating marriages and divorces, we work discreetly, establishing structural provisions that allow for key changes to be implemented with minimal disruption during potentially emotional circumstances. In addition, we work with families to educate, advise, and nurture a sense of responsibility amongst the next generation, to provide reassurance of continued protection of assets and the security of wealth.

To discuss our tailored solutions for your family’s future, please complete the form below.