Wealth and Estate Planning
We provide wealth management and estate planning to help individuals and families with some of their most important concerns
Structuring for the purposes of wealth management is highly bespoke. Terramont works to understand what is most important to our clients and their family, taking account of ultimate goals and ambitions.
Multi-generational wealth transfer
Any valuable asset can be passed down to your heirs to provide generational wealth. However, generational wealth transfers can become quite complex and involved.
Tax minimisation strategies
Arranging for a seamless transfer of your wealth is essential – not only to preserve the worth of your assets, but to ensure your heirs are prepared to manage the wealth they will inherit, and minimise the taxes you will pay.
Business Continuity and Succession
We can assist in planning for retirement, or even the unfortunate events of sickness or death.
Creditor Protection
Structures can be utilised to protect assets from creditors and to plan for other unforeseen events.