Tax

Family Asset Restructures

Distribution, resettlement and reinvestment of family wealth that has been accumulated over the years gives rise to a myriad of tax issues.

We provide tax advice on how assets can be distributed between family members, where assets should sit within the investment structure, and setting up wealth retention and accumulation structures for the next generation.

Having a structure in place that meets the overarching succession objectives of the family is important. We provide advice on how to manage and monitor family asset and investment structures, as well as drafting legal documents to ensure that the structures are administered appropriately on an on-going basis.