Family Wealth Succession
Historically, discussions surrounding wealth and asset transfer were considered taboo within families, often avoided when engaging the next generation. However, times are changing, and family succession planning has never been more crucial.
Family wealth succession planning involves legal, emotional, and relational factors, emphasizing its multifaceted significance. It is also a critical component aspect of responsible financial management. It extends beyond the mere distribution of assets; it pertains to securing your wealth and establishing a legacy for the seamless transfer of resources to the succeeding generation.
At Noah Trust, we will develop a tailored plan that reinforces your succession objectives and establishes appropriate structures to facilitate the seamless transition of assets and leadership.
our services include:
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Asset Consolidation: Consolidate your assets under a specific holding structure for a comprehensive view of your family's wealth
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Succession Planning: Design and implement estate planning strategies for seamless wealth transition
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Trust Services: Establish family trusts, private trust corporations, and charitable or non-charitable foundations to manage and protect your wealth
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Investment Holding Structures: Create dedicated assets or investment holding companies for efficient investment management, with ongoing oversight and governance processes pertaining to underlying assets
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Protection Services: Implement measures to protect your family wealth, financial assets, and family business from unforeseen events
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Family office design & governance: Provide guidance on design, governance and continuing support for family offices