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Spotlight: Our Approach to Wealth Planning

We bring a very particular philosophy to our work. We are passionate about our work with families, and we strive to ensure that wealth is a positive experience for them. We believe that timely and proper planning is the key to this. Good planning, by ensuring that taxes are managed, disputes are mitigated and objectives are realized, should alleviate the anxiety and stress, ensuring that wealth is sustained through generations.

Wealth should have a positive impact on a family. Too often it is the cause of strife, unhappiness and underachievement. We believe that lawyers, in their unique role as the objective family counselor, can assist in minimizing the burdens of wealth. We do this both through the structures we design as well as through the advice we provide.

In our experience families with the best track record of sustaining wealth are those who understand and teach an intergenerational compact — almost a family creed — that is more significant than any one member of the family, whilst maintaining flexibility to ensure that each individual to achieve his or her potential. We pride ourselves on our ability to assist families in developing these values and implementing solutions to practice them.

Finally, no discussion of wealth ownership is complete without some recognition of the responsibilities incumbent upon wealth owners. Often, these plans involve an element of philanthropy. We help our clients develop plans to meet whatever they judge those responsibilities to be.

As advisors, our role is greater than simply providing legal advice. It is our job to understand our clients and their values, in order to help them realize their visions, and make wealth ownership a positive experience.