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Intergenerational Management

intergenerational management diagram

Entrust can work in association with our client’s external advisers to ensure that appropriate strategies are fully implemented.

Our advice typically considers:

  • The efficient and tax effective transfer of assets between generations within the family group
  • The ownership and interplay of structures to assist in meeting our clients testamentary objectives 
  • Effective risk management through the use of insurance to meet client defined goals 
  • Business succession planning
  • Safeguarding assets from the partners of children within the family group
  • Effective structuring to meet philanthropic objectives