PRIVATE WEALTH MANAGEMENT

ESTATE PLANNING

SAFEGUARDING CLIENTS AND FAMILIES ASSETS

Proactive planning lies at the heart of creating a lasting and meaningful legacy.

A properly structured estate plan involves protecting assets, reducing potential tax exposure, ensuring your beneficiaries get the most from your legacy, transferring assets efficiently from one generation to the next.

In order to achieve increased control and security of your assets, a deep and intimate relationship with our advisors is established. No matter what your estate planning goals are, MADA Capital’s Specialists have the expertise to help you achieve them, through a broad range of strategies and solutions.

Our expertise include:

  • Succession Planning
  • Family Governance
  • Trusts
  • Private trust companies
  • Insurance