Wealth Planning
Planning software lets us project your family's wealth across decades and test how a large purchase or a change of residence would alter the picture. The result is a written financial plan that supports the life you want to lead.
One strategy forthe whole family
Ellis Page brings your investments, your structures and your plans for the next generation into a single written strategy that is reviewed as your family's circumstances change.
How we build your plan
We begin with what your family owns and what each member wants that wealth to do, then set out a strategy to protect and build it while keeping tax efficient where the law allows. Your client relationship manager uses planning software to model how your assets are likely to develop over the coming decades and turns that model into a financial plan you can act on. We manage the detail and show you the probable consequences of a major decision before you commit to it.
What the service covers
Wealth Transfer
Passing wealth between generations goes better when expectations are set early and everyone understands the reasoning. Our advisers help you time and structure the transfer, and they work with you to hand on the values behind the money as well as the money itself.
Global Fiduciary Services
Families with assets in several countries need structures that hold up under each set of rules. We design and administer foundations and holding structures in the jurisdictions your family uses, and we keep them in good order year after year.
Family Governance & Succession
A written approach to decision-making gives a family a way to settle questions before they become arguments. We help you draw up governance arrangements and a succession plan, then support the next generation as they take on responsibility for what the family has built.