As your estate grows, custom-tailored strategies are essential to help preserve your wealth. The fruits of your success, be it a well-established business, a windfall or hard-earned money, can be preserved to maximize its potential in the long run. Our advisers have extensive experience in developing wealth transfer strategies just for you.
The Company
- Protection of Key Persons and employees of the company against death, disablement, critical illnesses, surgery & hospitalization.
- Design and implementation of tax-efficient Employee Benefits Retention & Welfare Schemes which include strategies to ease administration and meet the organization’s requirements and objectives.
- Assessment of the risk of financial losses due to unforeseen circumstances including loss or damage of assets, loss of profits, accidental damage and breakdown of income-producing machinery, contractual liability etc.
- Advisory on the current state of business by reviewing existing status and how to protect and enhance their position.
- Feasibility studies on current state of business by conducting a business health check.
The Business Owner
- Establishing shareholders’ agreement to ensure the smooth transition of business in the event of death or withdrawal of a shareholder.
- Identifying the Cashing-out Strategy and formulating the Exit Plan.
- Protecting the interests of each shareholder during and after their lifetime by way of a Corporate Will.
- Assisting in formation of companies taking into consideration shareholders’ agreement and compliance with legal requirements.
- Assist in pre-IPO planning for the business owner