Here are the areas where we can help.

Our services

Drawing of a large Victorian-style mansion with turrets and multiple windows, flanked by smaller structures and trees.

Estate planning

How much is enough? How much will my children need? Giving them too little or too much - how will they be affected? How can I pass on my wealth without giving most to the taxman?

We can help you with your decisions. 

Family Businesses

Supporting families in developing a clear succession plan with respect to their business, wealth, values and relationships by designing the right governance and legal framework to help families manage both their internal and external risk factors.

Let us help you with thoughtful guidance.

A man and a young boy sitting outdoors, with the man holding a phone or small device, pointing, and the boy looking at the device.

Legacy planning

You have a vision and have developed values that guided you throughout your life. Does it end with you? How can you pass your values and vision onto the next generation? Whether it is financial, personal, family, business or ministry.

We can help you with this process.  

A graphic of two elderly people with a caregiver, standing beside each other, with a clipboard featuring a dollar sign in the background.

Preparing for retirement

How much will you need? How much is enough? These are questions that all of us ask. We don’t believe in a ‘one size fits all’ solution. We believe that this is an individual issue, as we each have different financial requirements.

Let us help you design an effective financial plan.