Advised high-net-worth clients on estate preservation, trust setup, and inheritance tax mitigation. Structured multi-generational wealth transfer plans for over 30 families, collaborating with solicitors and accountants to deliver comprehensive, tailored solutions that ensured long-term financial security.
Successfully advised high-net-worth clients on estate preservation and tax mitigation, structuring multi-generational wealth transfer plans for 30+ families while collaborating with legal and financial experts to deliver comprehensive solutions.
