Estate and legacy planning
Protect what matters most, in coordination with qualified legal professionals.
Book a consultationPlanning for the future is one of the most important steps you can take to protect yourself, your loved ones and your legacy. We help individuals and families prepare for life's expected and unexpected events with confidence.
Who this is for
Individuals and families who want their wishes respected, and executors and families managing an estate.
Where it fits
Part of how we help you protect your wealth.
Our services
- Estate planning
- Develop a personalized estate plan that reflects your goals, protects your assets and supports a smooth transfer of wealth to future generations.
- Wills consultation and coordination
- Receive guidance on preparing and updating your will through qualified estate lawyers, so your wishes are clearly documented.
- Powers of attorney
- Consultation and coordination for Powers of Attorney for Property and Personal Care, so trusted individuals can act on your behalf when needed.
- Trust planning
- Explore trust solutions that can provide asset protection, tax efficiency, wealth preservation and support for your family and beneficiaries.
- Probate guidance
- Guidance through the probate process, in coordination with lawyers, helping executors and families navigate the requirements with clarity.
- Estate administration
- Support and coordination in managing estate responsibilities, including asset distribution, executor duties and estate settlement matters.
Wealth and legacy
Helping individuals and families create a lasting financial legacy.
- Wealth preservation
- Intergenerational planning
- Family financial meetings
- Legacy planning
- Succession planning
Why it matters
- Protect your family and loved ones
- Preserve and transfer wealth efficiently
- Minimize legal complications and family disputes
- Ensure your wishes are respected
- Prepare for incapacity and unexpected life events
- Create peace of mind for 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
Do you prepare wills?
Wills and other legal documents are prepared by qualified lawyers. We work alongside experienced estate lawyers and tax professionals so that your financial and legal plans stay aligned.
What is a power of attorney?
It is a legal document that lets someone you trust act on your behalf if needed. There are separate powers of attorney for property and for personal care, and a qualified lawyer can prepare them.
