Family Wealth Transfer

Managing Your Wealth For Today And Tomorrow

Bellmonts practice an innovative and relationship-based approach in developing purposeful asset protection strategies, which ensure that any wealth that is accumulated can be passed on to the next generation and that will be protected from future external family entrants.

There are four issues that impact inter-generational wealth transfer:

1. Structures used to protect/hold family wealth;
2. Personal relationships with people outside the family;
3. Wills; and
4. Estranged family members

Should you require any assistance in relation to the effective transfer of family wealth please contact us.