Professional estate planning eliminates uncertainties regarding the management of a deceased estate and aims to maximise its value by minimising taxes and other expenses (e.g. litigation).
Estate planning can range from preparing a simple will to preparing a comprehensive estate plan which covers the Family Trust, Family companies and SMSF. As this is a complex area, we work with specialist lawyers to achieve the best outcome for our clients.
|
|
At Maxim Private Office we also assist with intergenerational wealth transfer: we provide investment and asset allocation advice to preserve and grow the family’s wealth and can assist to educate the next generation to responsibly deal with the inherited wealth.
We can also assist with philanthropy and charitable giving strategies as part of a comprehensive estate plan. |