Estate Planning: Preserving Wealth, Protecting Legacy
At Alden Graff, we recognize that estate planning is not merely a financial exercise — it is a fundamental pillar of wealth stewardship. For successful individuals and families with international lives and interests, a well-considered estate plan provides clarity, continuity, and peace of mind across generations.
Whether you are a business owner preparing for succession, a senior executive managing assets across borders, or a professional with a growing international portfolio, estate planning ensures your legacy is preserved and your wealth transitions seamlessly to those you intend to benefit.
A Strategic Approach to Estate Planning
Estate planning encompasses the legal, financial, and tax strategies required to protect and transfer assets efficiently. Our approach is holistic and highly personalized, with a focus on:
- Asset protection and family wealth preservation
- Tax efficiency across relevant jurisdictions
- Succession planning for business interests
- Philanthropic planning aligned with your values
- Legacy continuity through structures such as trusts and family offices
Key Elements of a Robust Estate Plan
- Wills and testaments tailored to your domicile and family structure
- Domestic and offshore trusts to manage and protect multigenerational wealth
- Powers of attorney and healthcare directives to safeguard your autonomy
- Business succession strategies to ensure a smooth transition of leadership and control
- Inheritance tax and domicile planning to mitigate exposure and ensure compliance
Expertise for the Globally Mobile and Expatriate Investor
Our firm has deep expertise in advising expatriate and internationally mobile clients. We provide guidance on:
- Cross-border estate structuring
- Navigating forced heirship laws
- EU Succession Regulation (Brussels IV) implications
- Double taxation treaties and global tax residency
- Compliance with international reporting standards, including CRS and FATCA