Succession Planning
Safeguard Your Legacy and Ensure a Smooth Transition of Wealth
At Aeterna Wealth, we understand the importance of protecting your wealth and ensuring its seamless transfer to the next generation. Our succession planning services are designed to provide clarity and security for individuals, families, and business owners who wish to preserve and transfer their assets in a tax-efficient manner. With our expertise, you can safeguard your legacy, minimize estate taxes, and ensure that your loved ones or heirs are taken care of.
Our Succession Planning Services
Estate Planning
We help you design an estate plan that outlines how your assets will be distributed upon your death.
Wills and Trusts : Ensure your assets are passed to your beneficiaries according to your wishes.
Business Succession Planning
For business owners, we develop strategies to transition ownership while ensuring business continuity.
Ownership Transition : Plan for the smooth transfer of your business to family members, employees, or outside buyers.
Buy-Sell Agreements : Create agreements that set out the terms for selling or transferring ownership of your business.
Trust and Estate Administration
We offer professional advice on how to set up and manage trusts to protect your assets and ensure proper administration after your passing.
Revocable and Irrevocable Trusts : Choose the best trust structure based on your objectives for control, asset protection, and tax efficiency.
Trustee Services : Designate a trusted individual or professional to manage the trust on behalf of your beneficiaries.
Wealth Transfer Strategies
We develop customized strategies to ensure your wealth is passed down to future generations in the most efficient manner.
Gifting Plans : Gift assets during your lifetime to reduce your taxable estate and ensure a smoother transfer of wealth.
Family Foundations and Charitable Trusts : Create family foundations or charitable giving vehicles to leave a legacy of philanthropy.
Benefits of Our
Taxation Services
Legacy Preservation
Ensure that your wealth is passed down according to your wishes, while protecting it from taxes, disputes, or mismanagement.
Minimized Taxation
Optimize your estate to minimize inheritance and estate taxes, ensuring more wealth for your heirs.
Business Continuity
For business owners, ensure that your business continues to thrive after you’re gone, with clear instructions for leadership and ownership transition.
Family Security
Provide peace of mind for your loved ones, knowing that their financial future is secure.
Enquire Now !
