Our Clients are families going through the succession planning process that require support and assistance navigating the legal, accounting, and financial minefields of transitioning assets to the next generation. We do not act as a mediator, financial planner, or tax advisor. Rather, we support parties to the succession negotiations in understanding what financial strategies are available.

Our engagements generally run for terms of six months and are either rolled over for additional periods or discontinued. Should a financial strategy be pursued using our Finance Broking services, fees will often be discounted or waived, depending on the length of the Succession Advisory engagement.