Financial Planning

As an expert, we provide ongoing professional support and advice to our clients at every stage of their life to define their financial goals and grow their wealth in order to achieve their short and long term goals.

By tailoring solid financial security plans for our clients, we enable them to distribute their wealth throughout their life and at their retirements.

Our process

  1. Understand your life goals and make an honest evaluation of your financial situation,
  2. Work out your best assets,
  3. Do a risk analysis in relation to both your goals and economic predictors,
  4. Develop a personalized plan for investments,
  5. Implement the plan and monitor it continuously.

Tax and Estate Planning

With years of experience and top expertise in finance, we can offer our clients informed and practical support regarding all aspects of tax and estate planning.

Assets preservation in case of death, marital breakdown, financial immaturity or mental incapacity will be a priority to us as much as they are to you. Our tax strategies will ensure that, in case of death, transferring assets will be made in the most tax efficient way.

Your will plays a huge importance and we always make sure that wealth distribution is made according to your directions, so we highly recommend writing your will at your earliest convenience.

We also work with a large network of legal and financial professionals, so we are able to offer in-depth information about your best options in case you wish to:


  • Minimize capital gains tax and other succession-related benefits
  • Work out tax and fee efficiencies
  • Provide liquidity to pay taxes and estate fees
  • Increase funds for dependents or your retirement income
  • Ensure fairness in your estate distribution
  • Keep your family happy and safe

Estate Conservation

What you leave to your heirs is more than money – your estate is also your legacy. Estate building and conservation are very important, both for you and your family.

This is why you need to make sure that your personal property is correctly distributed after your death and very well managed while alive. If you want more estate for your heirs and less money caught in taxes and fees when your wealth will be passed on, get in touch with us. We can offer everything you need, from simple advice to in-depth personalized estate planning.

Estate Equalization

Distributing family assets fairly and equally is a priority for many clients looking to create an estate plan.

However, most of the time, it is more than money one leaves to their heirs, which can make it difficult to share it equally between all of them. Some would be happier with money, while others would love to keep a holiday home around which they built very fond memories. To create an easy, fair and reliable estate distributions after your death, you might want to invest in a trust or in a life insurance policy. With the help of our team, you will be able to choose what best suits you.

Succession Planning

When you decide to leave your business in the hands of one or all of your heirs, you decide their future as well as the future of the business you have built over a lifetime.

Business succession planning is one of the things we focus on in estate plans, making sure you consider all the circumstances and aspects of naming your children as your successors. To name a few:


  • Do they need training to perform?
  • Is their experience relevant enough or would a degree help as well?
  • How much would all these costs?
  • Should they be mentioned in your will and if so, what is the best way to talk about them without making your wishes sound like imposed conditions?

Buy/Sell Structuring

In case of death, a company’s shareholders might not be interested in having the deceased’s family involved in the business and, on the other hand, the family might not be interested in that either.

To avoid difficult situations like these, many companies decide to fund buy-sell transactions to be triggered by shareholders after one’s death. They are funded by life insurance and the buyout in case of death will be smooth, safe and able to ensure that the business will carry on while the family will receive the cash they need. To avoid confusion and later conflicts, it is worth stating the steps of the buyout process in the shareholders’ agreement. We work closely with legal professionals to ensure your shareholder agreement contains all the necessary details.

Wealth Transfers

Passing your wealth to other members in the family can be costly if you are not aware of all the financial and legal aspects of such processes.

The taxes and the fees you will have to pay can have a significant impact on what you actually leave to your heirs.

Retirement Planning

Retirement planning is more than pension savings.

We are here to help you learn about your other options and choose the one that suits you best. We can answer your questions about property investments, individual savings account, taxes you might have to pay or if you wonder what would happen to your savings in case of premature death.

Executive Compensation

A business owner needs to invest in their staff should they expect the best results and support from the them.

There are plenty of ways to motivate the key person in your business. The money invested in executive compensations offers a large range of tax benefits that we can help you identify.

Our services include cash compensations, option grants and long-term incentive plans from personalized retirement packages to executive perks.

Charitable Giving Planning

Good deeds don’t cost much, especially if you are aware of the tax benefits you might receive if you decide to donate to charities.

There are many ways you can donate money or appreciated securities instead of cash and to make a difference to the community as well as to your business. Impact the world around you, increase brand awareness and feel better knowing that you make a difference. It’s tax-convenient and soul-satisfying.

Structured Settlements

In case someone is hurt because of your actions and you need to enter a structured settlement agreement, we can help you ensure both you and the plaintiff will get what needed.

Be it for a certain number of years or for a lifetime, it is worth looking into structured settlements: e.g., they are tax free, your insurer can cover them in case you go bankrupt and you can pay as annuity or in lump sums.

We can help you accomplish financial peace by choosing the right plan today.

Get started by booking an appointment.

We can help you accomplish financial peace by choosing the right plan today.

Get started by booking an appointment.