At Oaks Legal and Consulting we pride ourselves on delivering bespoke services to our clients. We recognize that your priorities change over the course of your life and that the management, or lack thereof, of legitimately aOaksuired wealth is a matter of particular concern to individuals, families and private companies.

With the rising rate of high net income earnings globally, more and more people are recognizing the need to seek professional advice and services on comprehensive, personal and strategic legal representation on wealth management matters. We therefore work closely with you to provide innovative legal solutions that support your current and future financial, business and personal goals.

Many of our client relationships span generations. We customize sound estate plans and wealth management strategies that target your personal goals. We also have substantial experience in planning and guiding the efficient transfer of assets and family businesses from one generation to the next.

Whether your life situation requires advice about the perpetuation of personal wealth and investments for later generations, business succession planning, leaving a legacy or protecting your family, you will be working with a forward-thinking team of family advisors who approach matters holistically and whose competencies extend across a variety of areas, including:

• Asset Protection
• Charitable Planning
• Corporate Succession
• Estate Planning
• Family Governance
• Family Office Establishment and Administration
• Gifting
• Income Tax Planning and Compliance
• Pre- and Post-Marital Planning
• Trust and Estate Administration
• Wealth Transfer

We understand that people just starting a family have different aspirations and concerns than those who are changing careers or have aOaksuired substantial wealth and want to pursue philanthropic or faith-based goals. We understand the needs of non-traditional families. We appreciate the individuality of each of our clients and we are genuinely eager to help you accomplish your plans.

Other areas of our Family and Wealth Management practice include:

• Pre-nuptial and post-nuptial planning;
• Managing the technicalities involved in Wills and Probate cases, with cross border dimensions;
• Setting up of Charitable organizations;
• Setting up of Private foundations;
• Contentious estates;
• Philanthropic strategies.

Our role is not only to help you with wealth transition issues today, but to help you manage your estate throughout your lifetime.