Advisory Services

Estate and Tax Planning 

Effective transfer of wealth from one generation to another is one of the most important elements of managing a family’s wealth but is also one that is most often avoided.  To avoid the ‘clogs to clogs’ syndrome AngelWorld approaches this in two ways:

Hard skills planning:

  • Administration of Estates
  • Administration of Trusts
  • International taxation of Trusts and Estates
  • International Trust and Estate accounting

Uniquely we bring the soft skills planning to the equation:

  • Family inheritance and succession planning
  • Next generation training on all aspects of wealth
  • Family governance, constitution and continuity planning
  • Family coherence and diplomacy