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Inter-generational wealth transfer is often amongst the most important wealth planning discussions. Jurisdictional knowledge and an understanding of global inheritance structures and tax implications play a critical role in decision making. Bridging the generational divide with education and compassion is a role we aim to play.
At Jupiter, we work with appropriate experts to not only guide families on the right process, but also to foster dialogues that help with smooth transition of wealth. We are your trusted & impartial partner who can guide you through this journey & act as a bridge between generations.
Do you want to provide for your spouse, ensure smooth transition of business & other interests to your heirs, do you want to leave a lasting legacy by supporting any charitable causes? Defining these goals & fostering a dialogue around how to achieve them is an important next step.
The next steps is ensuring your personal & financial records are stored in an orderly, safe and retrievable manner; putting contingency measures in place & evaluating succession planning arrangements.
As life takes its course, your plan cannot stay static. Marriages, birth of a new heir, changes in business circumstances, there are many events that could impact your plans. A regular review of your plans is warranted.
Take stock of all your financial & non-financial assets: your investment accounts, your real estate & business holdings, as well as any non-financial assets, across geographies. Evaluate the ownership structures (joint/sole) & assign valuations.
Consult appropriate experts that can guide you through the implications of wills, trusts, foundations, partnerships, insurance plans, private investment vehicles, offshore companies to determine what structure suits you best.
The next step is working through wills, trust documents, power of attorney arrangements & the whole gamut of legal documents.
Jupiter Wealth Advisors Limited