Business & Family Succession Planning

Behind every successful company are key personnel whose contributions are integral to the continued success of the business. 

Loss of service of such key personnel through resignations, retirement, death or disability can have a critical impact on your business.

Key person planning protects your business through compensation and retention plans, as well as corporate incentive schemes to minimise disruption to business operations.

In the event of demise, disability or retirement of a shareholder in your business, you want to ensure that questions surrounding transfer of shareholding ownership and liabilities, and implications to remaining shareholders are addressed in a conclusive and unambiguous manner.

Find out how you can define a comprehensive and appropriate valuation strategy upfront, with the assurance of adequate future protection for your business.

At times, it may become necessary for your business to extend Guarantor Insurance Loans backed by the personal guarantees of your company directors, creating an exposure to additional liability risk that could negatively impact the family wealth.

Guarantor Insurance schemes are designed to protect against this exposure, through the strategic structuring of insurance policies and trusts to protect your family’s assets against risk of loss due to liability claims.

A purposeful legacy for your future generations

Your wealth has enabled you and your loved ones to delight in the good things that life has to offer today. But what about tomorrow and beyond?

Effective legacy planning is more than just about deciding the distribution of your wealth when you are no longer around. It’s also about managing your affairs wisely in the present, to ensure that your assets will be used to benefit the people you choose and for the amounts you specify.

As a premier high net worth client with Avallis Financial, you’ll receive the utmost from us in personalised service and discretion. Gain exclusive access to specialist experts in global investment and private wealth management, and strategic support that is singularly tailored to your needs.