Benefits of Advice Plus Succession Planning


The client will benefit by:

  • Creating family understanding and harmony.
  • Identifying who has the ability, desire, leadership and skills.
  • Understanding the needs and aspirations of all family members.
  • Future planning and sustainability of the family business.
  • Planned transition of management and decision making.
  • Ensured continuity of the family business.
  • The planned transition of the business and other assets.
  • A planned and structured retirement (financial security).
  • A more certain future for all family members.
  • Reduced risk of dispute or family challenges.
  • Ensuring adequate consideration to key person and asset protection against unforeseen events.