There are many challenges in successfully passing assets from one generation to another. Careful planning is required to ensure that family harmony and continued wealth accumulation occur while avoiding unnecessary taxation and meeting your wishes and those of succeeding generations.
At the Myer Family Office, we guide you through a process of researching and mapping your family entity structure, determining your objectives, analysing options, assessing ‘what if’ scenarios and preparing or amending documentation to ensure that your estate plan properly reflects your desired outcomes.
Once established, your estate plan is subjected to continuous review to accommodate changes in circumstances. This ensures that optimum outcomes are maintained in terms of tax minimisation, asset protection, providing for family income needs and business succession (if applicable).