Resolute provides a comprehensive range of investment services to meet your individual investment needs. Our recommendations consider a variety of factors including risk tolerance, past experience, unique market opportunities, short/long term financial requirements, and ever changing market conditions.
We work with your Estate Planning specialists and help you:
- Review your existing estate planning documents
- Integrate your estate plans with taxation, investment, business and insurance considerations
- Manage the issues associated with a sizeable inheritance
- Identify the optimal structures for your particular needs
- Use tax efficient wealth transfer strategies
- Discuss business succession strategies
- Support family wealth education
- Coordinate with your legal and accounting advisers to modify your estate planning documents so they accurately reflect your wishes
- Help with estate and trust administration issues when required
Estate planning is complex and requires expertise offered by a solicitor in conjunction with the guidance of Resolute Private Wealth Management.