Wealth Planning

The best possible plans enable families to achieve their desires for living, investing or doing business around the world, whilst fulfilling their long term wealth preservation, succession and philanthropic objectives, taking into account the potential taxes for current owners and their chosen beneficiaries.

By working with families to design plans and structures for holding and preserving their wealth, KCS offers the following services:

• A wealth planning review — to develop a comprehensive plan to structure and hold the family’s wealth in order to preserve this for the long term benefit of future generations
• A review of any existing plans — to ensure that plans which were, perhaps, implemented many years ago still remain pertinent, necessary and effective
• Structuring and developing succession plans for family business ownership
• Helping families develop and implement their philanthropic objectives
• Project management of the family’s chosen wealth plan