What we do
Taking care of future generations
At Tan Allen Piguet Asset Management, we know that putting your estate in order plays a vital role in safeguarding your family’s future financial well-being.
Facing up to the more sobering aspects of life can be daunting for many people, and estate planning is something that many put off, delay, and procrastinate over.
Thinking about putting your financial affairs in order is something that all of us have to face – no matter your financial situation. There is a quote from Benjamin Franklin, who wrote that “nothing can be said to be certain, except death and taxes.” While we can do nothing to prevent our inevitable demise, taxes as part of an estate planning process are something that careful forethought can have a massive impact on, and drastically improve the legacy you leave to friends, family, and loved ones.
Estate and Financial planning can be involved and take time, but estate taxes can decimate multi-generational wealth almost instantly.
Although a simple will can empower you to choose who will inherit your assets, sophisticated estate planning may allow you to pass a much higher proportion of those assets to your beneficiaries.
By working together with your existing legal advisers, we can keep costs down and minimize confusion and duplication of effort. Your current legal advisers will also be up-to-date with regulations and legal circumstances that are unique to your individual situation. Whether that relates to assets we are not aware of or the physical geographic location of the assets and the action that needs to be in place for each jurisdiction.
