Estate & succession

Connect family priorities and business continuity with your legacy.

Your legacy is about more than the assets you leave. We help you consider family priorities, business continuity and the financial side of passing wealth to the next generation.

Family & legacy

Make space to discuss beneficiaries, family needs and the intentions behind your wealth. Coordinate the financial plan with your legal estate documents.

Liquidity & protection

Consider how taxes, liabilities and other obligations could be funded, and where appropriate insurance may have a role.

Business succession

Explore the financial considerations of transferring leadership or ownership. Work with your legal and tax advisors to address the details of a transition.

A little more clarity.

Is estate planning only for later in life?

Major life changes can make it relevant sooner: starting a family, buying a business or taking on financial responsibilities. An advisor can help identify the financial questions to discuss.

Will Avenir prepare my will?

Legal documents should be prepared by an appropriately qualified legal professional. Avenir can help consider how your financial arrangements fit your estate and succession intentions.

A conversation can change your perspective.

Let’s talk about
what comes next.

Start with a question, a life change or a goal. We’ll discuss what matters to you and explain the next steps.