Super lump sum
15th October 2024
Areas of Expertise
Let’s delve into the specialised services that define Perspective. Our experience allows us to cater to the sophisticated needs of our clients. Let’s explore how our expertise in these areas may be relevant.
Wealth Transfer
Wealth transfer is the process of planning and implementing the distribution of an individual’s assets after their passing, ensuring that wealth moves according to their wishes and in the most tax-efficient manner possible.
This involves understanding the valuation of assets, navigating tax laws, and setting up trusts or other structures to manage the transition of wealth.
The goal is to preserve as much value as possible for the recipients, often involving strategic placement of assets to minimise taxes and other liabilities.
Our expertise in wealth transfer allows us to create customised plans that align with family dynamics, charitable giving desires, and long-term financial goals, ensuring a legacy that lasts.
Estate Planning
Estate planning is a comprehensive approach to managing one’s financial life and legacy, including the distribution of assets upon death. It encompasses creating wills, establishing trusts, designating beneficiaries, and planning for estate taxes and other financial obligations.
Estate planning also covers advance directives for healthcare and financial decisions in case of incapacity.
Our role in estate planning is to provide strategic advice and assist you with understanding your options.
Family Office
A Family Office provides a centralised service for managing the financial and personal affairs of affluent families.
This service extends beyond investment management to include estate planning, wealth transfer strategies, philanthropic planning, family governance, and educational programs for heirs. It often involves coordinating with various professionals like accountants, lawyers, and financial advisors to manage assets, real estate, and business interests comprehensively.
Our Family Office service is designed to preserve and enhance family wealth over generations, ensuring that the family’s values and goals are maintained and achieved, providing a cohesive strategy for long-term family prosperity and legacy preservation.
Contact us today to discuss how we can assist in shaping your financial legacy, ensuring a future that reflects your aspirations and values.