How I can help
Each of these tends to sit at the meeting point of the others, which is exactly where consequences get missed.
Why estate & legacy planning matters
Estate planning is often thought of simply as making a Will. But a family's legacy involves family, wealth, property, business, succession, relationships and responsibility all at once.
The important questions may include:
Good legacy planning is not simply about what you leave behind. It is about preparing for what comes next.
Areas of advisory
I work alongside, rather than replace, a client's lawyers, accountants, financial advisers and other professional advisers.
Helping individuals and families step back and consider the wider picture surrounding their estate, wealth, family circumstances and future generations.
The objective is not simply to ask what happens to my assets, but also: what am I trying to achieve for my family, and what could happen if I don't plan for it?
Families often face difficult decisions involving wealth, inheritance, succession and changing family circumstances.
I help individuals and families consider the potential impact of decisions on family relationships, wealth and future generations, and identify issues that may warrant further professional advice.
Family businesses present a unique combination of commercial and personal considerations. Questions of ownership, management, succession, wealth and family relationships can become closely intertwined.
I help family business owners and families think through these issues, particularly when preparing for succession, considering a sale or navigating differences between family members.
Business owners regularly face decisions that have consequences far beyond the immediate transaction.
Drawing on four decades of experience in corporate and commercial work, including contracts, agreements and the buying and selling of companies and businesses, I provide an independent perspective on significant business decisions and transactions.
Property is often closely connected to family wealth, succession and personal relationships.
I provide an independent perspective on significant property and asset decisions, helping clients consider the broader commercial, family and long-term implications before making important commitments.
Divorce, separation, inheritance, retirement, the sale of a business, succession and changes in family circumstances can all represent major turning points. These transitions can affect far more than the immediate issue.
I help individuals and families think through these changes with greater clarity, perspective and foresight.
The strategic second opinion
You may already have an excellent lawyer, accountant, financial adviser or banker. But complex situations sometimes require someone to step back and ask whether the whole picture has been considered.
Your professional advisers may advise on individual aspects. I help you step back and consider how those aspects fit together.
Who I help
Facing major transactions, a business sale, succession or retirement.
Navigating ownership, succession, intergenerational wealth and family dynamics.
Facing significant personal, property, inheritance or life transitions.
Those who already have professional advisers but would benefit from someone experienced stepping back to consider the bigger picture.
Most situations do not arrive neatly labelled. Describe what you are facing and we can work out together whether an independent perspective would help.
Arrange a confidential conversation