TRUST AND WEALTH MANAGEMENT

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TRUST AND WEALTH MANAGEMENT

Fortuna & Charis provides expert advice to high net worth individuals and families on a wide range of issues pertaining to the accumulation, management, transfer and protection of personal wealth, including trust creation for those who want to pass wealth to future generations and to also protect such legacy accumulated over a lifetime from the extravagance and recklessness of individual members of the family by not dividing up amongst the beneficiaries after one has passed on but retaining as one fund to accumulate more wealth for succeeding generations.

We also advise on succession planning for closely held businesses. F & C also advise on how the trust can be used as part of a tax planning strategy to mitigate estate tax liability.

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