Tax & Wealth Advisory Unit
- Consolidated Areas: Tax Advisory, Trust & Succession Planning, Private Client & Wealth Management.
- Key Focus: Tax optimization, estate planning, wealth preservation, and asset protection.
Responsibilities:
• Structuring tax-efficient transactions for businesses and individuals.
• Advising on succession planning, intergenerational wealth transfer, and family business governance.
• Drafting and managing wills, trusts, and estates.
• Providing fiduciary, estate administration, and private wealth management services.
