Private Package (Special Quote)

Preserve Generational Wealth with the Private Package 
For successful business magnates, unlisted and listed corporations, and family offices, long-term wealth preservation and structured succession planning are critical. The Enterprise Package is designed to help high-net-worth individuals and business entities optimize their asset holdings, mitigate key person risk, and ensure a seamless transfer of wealth and equity across generations.

Who is the Private Package for? 
Successful and well established business magnates with needs to restructure their asset holding, optimising for multi-generational wealth planning.

Unlisted Corporations and Family Offices looking to mitigate Key Person risk and ensure the return of equity stakes in unforeseen circumstances.

What Does the Suites Will Package Include?
Multi-Generational Wealth Structuring: Implement sophisticated trust structures and holding entities to safeguard wealth for future generations while optimizing tax efficiency and asset protection.

Corporate Estate & Succession Planning: Develop a strategic framework for the smooth transfer of business ownership and control, ensuring continuity without disruption to operations.

Key Person Risk Mitigation: Protect the stability of your business by implementing key person insurance, contingency strategies, and leadership transition plans to reduce financial and operational risk.

Return of Equity Stakes & Employee Stock Options: Establish clear guidelines for reclaiming and redistributing company equity stakes and stock options in the event of unforeseen circumstances, maintaining control and stability within the business.

Family Office & Governance Structures: Create customized governance models to manage family wealth, investments, and decision-making, ensuring long-term financial stewardship.