Wealth Preservation and Transition
At McCarter Grespan, we have particular insight into the unique needs of business owners and entrepreneurs.
The depth of our firm’s expertise in business and property organizations and transactions ensure that we are able to recognise and anticipate issues concerning business dynamics and structures, provide planned exit strategies and facilitate the preservation and transfer of business interests from one generation to the next, utilizing tax reduction and deferral strategies – all while balancing and maintaining family harmony.
Our role doesn’t stop at the planning stage. We also provide practical advice and guidance to the executor, trustee and person acting as the power of attorney, concerning both their roles and duties in administering estates and trusts, and assist with the efficient administration of the estate and the transition of wealth, all according to your wishes.