Accounting - Perth, Western Australia, Australia
Wealth estate & succession planning means different things to different people at various times in their lives. It depends on what you own, owe and control, your objectives and most importantly, your personal family circumstances, values and beliefs. Each client is unique. You are unique.Service Offerings:- Wealth, succession and estate planning strategy advice- Project manage plan implementation- Asset protection- Executor and trusteeships- Enduring Power of Attorney administration- Wind up of solvent entitiesWe will communicate complex structures in simple terms so clients understand their current position, opportunities and risk exposure to make informed decisions.When we determine we can be of constructive benefit to you, we will provide an estimate of costs, timing and what is required.