By following these steps, the Smooth Process approach will be a Thrilling Experience for our clients, allowing them to Explore their Options in terms of Succession and Estate Planning.
- Interviewing the Client “Data Gathering”
- Concluding the Family Assets Balance Sheet
- Setting Objectives
- Consulting Real Estate, Investment, Legal & Tax Experts
- Determining Strategies
- Identifying the crucial Structures
- Drafting the Family Charter
- Structuring the suitable structures
- Setting Up Asset Management & Allocation Plans
- Implementing the Established Strategies, Monitoring & Review