Estate & Succession Planning

At Affinity Partners we believe that Estate Planning is more than just deciding on who gets what when you pass away. We believe that your Estate and Succession Plans needs careful reflexion and of course a well established strategy.

Like all business owners, the majority of us focus all our efforts on building our wealth through personal and business assets and spending very little time planning for the future. Affinity Partners has the knowledge, skill base and strategic partners to guide you through this process. 

An estate and succession strategy needs to consider a comprehensive range of issues from the impact of taxation, protection from creditors and family law issues. As your advocate, we work in conjunction with our network of experienced referral partners to ensure that these third party advisors understand your affairs and your needs.

Our process is to act as your advocate in ensuring that you achieve a well-structured estate and succession plan.    

To receive further information about our services, or to discuss how we can contribute to achieving your goals, contact us