A successful family run business with son and daughter working alongside father was going through a transition. His daughter was soon going to get married with the son taking over more responsibilities in the business. The Client has the following objectives: 

• Smoothly transition the business to the son while at the same time managing the dynamics of the daughter’s sale of her shares. 
• Determine succession plan that that is in the best interest of the business and children alike.  
• Ring fence the assets so that there are no potential future claimants.  
• Build onto their investment portfolio to create moderate growth and income. 

Our process We worked with our experts and Client’s attorney to develop a successful succession strategy between all family members. The Trust solution providers helped establish a trust for client to transfer his shares out of his estate and maximize future value. Keeping in mind the clients Investment Objective and Risk appetite we created a Moderate Profile Portfolio allocated in multiple asset classes providing market participation and growth as well as balancing the income requirement.