FAMILY PROTECTION
WILLS, INSURANCE & TAX
ENSURING THAT YOU HAVE THE CORRECT DOCUMENTS AND INSURANCES
IN PLACE TO PROTECT YOUR FAMILY IN THE EVENT OF DEATH OR ILLNESS
WHY DO YOU NEED FAMILY PROTECTION
During your consultation, we will review your assets, jurisdictions and the laws that apply and advise on the relevant documents you may need to protect your family and legacy.
We offer help with global estate tax and solutions that can mitigate these taxes and find the best global insurance options to protect your family in the event of death or sickness.
By the end of your meeting, you will feel confident that your family and assets will be fully protected should the very worst happen.
Why Choose Family Protection at Greenwood Private Clients?
Family protection, encompassing wills, insurance, and tax considerations, is essential to safeguard your family’s future in the event of unforeseen circumstances like death or illness. At Greenwood Private Clients, we understand the importance of having the right documents and insurance in place to protect your family and preserve your legacy. Our service is designed to review your assets, understand the jurisdictions and laws that apply to you, and advise on the necessary documents to ensure comprehensive protection for your family.
Ensuring your family’s security means more than just financial planning; it involves creating a shield against potential risks and uncertainties. Whether through global estate tax solutions, insurance options, or legal documentation, we focus on mitigating risks and safeguarding your family’s wellbeing.
BUSINESS PLANNING
SUCCESSION AND TAX
Succession planning for businesses involves complex legal and financial issues. Through a full understanding of your business’s financial health, a succession plan that is tax efficient can be created that suits your individual circumstances and financial goals.
Securing Your Family’s Future: Our Tailored Family Protection Services
During our consultation, we take a holistic approach to understanding your family’s needs and the legal complexities involved. We assist with global estate tax planning, offering solutions that can effectively reduce these taxes. Additionally, we help find the best international insurance options to protect your family in cases of death or illness.
Our goal is to ensure that you have complete peace of mind by the end of your meeting with us, knowing that your family and assets are fully protected under any circumstance. Our comprehensive family protection services are designed to give you the confidence that your loved ones are secure, and your legacy is preserved, no matter what the future holds.
