IIFL - Investment Consultant - Estate Planning

- Structured succession planning for business and family assets (movable and immovable assets)

- Consolidation of family assets under a long term legal structure

- Welfare & maintenance of family members, and seamless distribution of control and assets to the next generation

- Ensuring that ownership of family business remains within the family for many generations to come

- Planning for unforeseen eventualities

- Growth of family assets under a proper structure

- Inter-generational transfer of wealth

- Drafting and execution of wills

- Ensuring minimal administrative work for family members

- Development of family constitution / code of conduct to preserve family values for future generations

- Assists in evaluating business and real estate opportunities for the family, managing lines of credit, business and family loans, as well as cash distributions to family members