Succession Planning & Trust

Succession planning is crucial for everyone, but it holds utmost significance, especially for high net-worth individuals. It ensures seamless transfer of property or business ownership, safeguarding the inheritance of both movable and immovable assets. Essentially, succession planning guarantees that assets are distributed among rightful heirs and effectively managed after an individual’s passing.

Succession planning requires careful planning for preservation, management and dispersal of the assets of an individual in the event of their demise. The idea behind succession planning is that it is done properly and effectively, free from the complexities of legal processes and future family feuds leading to litigations. Thus, taking timely and necessary steps towards succession planning, not only preserves family wealth but also avoids family disputes and eases out the process of wealth enjoyment.

ORTIS prides itself on a skilled team comprising of advocates and consultants who specialize in succession planning. The team aims to build long-term relationships with clients and prioritizes their satisfaction by safeguarding assets and ensuring the efficient execution of their wishes.