Succession Planning
The transfer of your assets, including your business or family farm, needs to be carefully and deliberately planned.
Our financial advisers are sensitive to the delicate nature of discussions that are required when succession planning and the impacts on you personally and different family members.
You can rest assured our genuine client-first values combined with our depth and breadth of knowledge and our collaboration with other professionals including farm succession planning specialists, mediators and estate planning lawyers aims to create clarity and clear options for implementing your wishes and transferring family wealth and assets from one generation to the next.
Our succession planning services include:
