Business succession and wealth transfer
Protect your business today and secure your family's future tomorrow.
Book a consultationWe help business owners create strategic plans that preserve wealth, support business growth and ensure a smooth transfer of assets to the next generation.
Who this is for
Business owners, entrepreneurs, professionals and multicultural families building a family business, planning for retirement or preparing a succession strategy.
Where it fits
Part of how we help you transfer your wealth.
What we help with
- Business succession planning
- Decide who takes over, when and how.
- Intergenerational wealth transfer
- Pass assets on to the next generation in a planned way.
- Estate and legacy planning
- Connect your business plans with your personal estate plan.
- Shareholder and family transitions
- Plan changes of ownership among shareholders and family members.
- Tax-efficient wealth preservation
- Consider strategies to reduce unnecessary tax, with tax professionals.
- Retirement and exit planning
- Prepare for the day you step back from the business.
- Family governance and legacy discussions
- Bring the family together around shared decisions and values.
- Business valuation coordination
- Coordinate with valuation professionals when you need to know what the business is worth.
- Risk management and asset protection
- Identify what could put your business or family wealth at risk, and plan for it.
- Corporate and personal planning
- Bring your business and personal finances into one plan.
Why it matters
Without a clear succession and wealth transfer strategy, family businesses and accumulated wealth can face unnecessary taxes, legal complications and family disputes. A comprehensive plan provides peace of mind, protects your legacy and helps your values and financial resources continue to benefit future generations.
How we work together
A first conversation
Tell us where you are today and what you want to achieve. Choose the appointment length that suits you.
A plan built around you
We develop a personalized, goal-based strategy, and bring in lawyers, accountants or other professionals when needed.
Guidance as life changes
Goals and circumstances change over time, so we help you keep your plan up to date.
Talk it through with Roshni
Over 26 years of experience in financial services, available in English, French, Mauritian Creole and Hindi.
Common questions
When should I start succession planning?
Ideally well before you expect to step back. Starting early gives you and your family more time to consider options and prepare the next generation.
Can my family be part of the process?
Yes. Family financial meetings and legacy discussions are part of the service, so that everyone understands the plan and the values behind it.
