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.

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Bellmonts help businesses protect and grow their wealth by providing expert advice in:

  • Asset Preservation & Protection
  • Establishment & Ongoing Support For Family Offices
  • Creation, Administration & Review Of Asset Holding Structures
Looking to Learn How We Can Help?

Our discovery sessions are a chance to assess market opportunities for your business – advising you on the best pathways to achieving your long-term financial goals.

Book Your Discovery Session