Project Information
Challenge
A multi-generational family faced a complex estate transition involving international assets and varying inheritance laws. The family sought to minimize tax liabilities while ensuring a smooth transfer of wealth to younger generations.
Solution
We conducted an in-depth review of their global asset portfolio and collaborated with international tax and legal advisors to structure a comprehensive estate plan. This included setting up family trusts, implementing gifting strategies, and leveraging international tax treaties. We also facilitated family meetings to address sensitive issues and ensure all members were aligned on the estate plan.
Outcome
The estate transition was completed seamlessly, with a 30% reduction in expected tax liabilities. The plan provided clarity and unity among family members, preserving wealth while honoring the legacy of the founding generation.