Estate planning is typically not on the top of people’s “to-do” lists so we help our clients through the process so it isn’t so daunting. We can work with your legal counsel to help you through the estate planning or distribution process. Additionally we have a network of attorneys with whom we work with when needed.
Whether you wish to leave a legacy to heirs or a favored organization, we help you develop a strategy that ensures your wishes are met while maximizing your potential wealth transfer. We provide trust and estate planning solutions designed to solve a wide range of multi-generational wealth transfer challenges. To develop and prosper for future generations; assets and estates need protection from political turbulence, changing legislation or irresponsible heirs. We can assist setting up structures limiting personal liability by taking advantage of neutral/favorable legislative regimes in various jurisdiction and subsequently providing management and administration services to these structures. We can furthermore assists with the setup of structures with lifestyle assets like yachts, planes and art.
Our international network is able to provide considerable asset administration expertise; which combines both the worldview and a local hands-on, can-do mentality. With services available to clients in all major international jurisdictions via our network partners we provide solutions in a secure, reliable, transparent and efficient environment that reflects the firm’s commitment to client service and leading industry knowledge. Taking on the responsibility of administering an estate or set up a trust or a foundation should never be taken lightly. You must be able to take assets into custody and manage them effectively while preparing the necessary financial reporting. This process can be lengthy, complicated and include substantial responsibility for the fiduciary. Intuit is pleased to offer you professional assistance in managing this critical process. The service features are designed to save time and money while lessening your daily responsibilities and fiduciary liabilities.
Some of the benefits of estate planning are outlined as follows;
There is however scope for limited estate planning through personal investment and holding companies. For more comprehensive estate planning, our experience in providing advisory services in trust structures means that we can manage the seamless transition of the shares, from the clients’ personal estate to a trust or a foundation.