Preserving it for generations.
Built Around What Comes Next.
Estate planning begins with understanding what you have built, who you want to protect and how you want your affairs to be managed in the future. Family circumstances, business interests, property and assets across jurisdictions all form part of that picture.
Sutterson Reed takes a long term view, bringing these elements together within a considered wealth plan designed to protect your interests during your lifetime and provide continuity for the generations that follow.
Planning Beyond a Lifetime.
Estate planning is about more than deciding what happens to wealth in the future. It is about putting the right arrangements in place today, so that your affairs can continue to be managed according to your wishes if circumstances change.
We consider ownership, control, succession and family circumstances as part of one wider financial picture, creating a plan designed to preserve wealth, provide continuity and evolve across generations.
Wills
Putting clear arrangements in place for how your estate should be administered and wealth transferred according to your wishes.
Lasting Powers of Attorney
Planning ahead for trusted individuals to manage financial or personal affairs should you become unable to do so yourself.
Wealth Planning
Structuring your wider financial affairs around family, ownership, succession and the long term preservation and transfer of wealth.
Your Wealth. Your Legacy.
Every family is different. Your assets, relationships, business interests, existing arrangements and intentions for future generations all influence what an appropriate estate plan should look like.
We begin by understanding that wider picture before considering the arrangements required around it. Sutterson Reed coordinates the planning and specialist expertise involved, ensuring each element forms part of one coherent approach to your financial affairs.
As circumstances evolve, we remain alongside you, helping ensure your arrangements continue to reflect your family, your wealth and what you ultimately want to leave behind.
Estate Planning, Explained.
Estate planning considers how your financial affairs should be organised during your lifetime and ultimately passed on. This can include wills, powers of attorney, ownership structures, trusts and succession arrangements, depending on your circumstances. We begin with the wider picture, including your family, assets, business interests and jurisdictions, before coordinating the appropriate planning and specialist advice around your objectives.
Estate planning should evolve as your life and wealth evolve. Significant changes such as marriage, children, the acquisition or sale of a business, substantial new assets, relocation to another jurisdiction or changes within the family can all affect existing arrangements. We favour a long term approach, with structures reviewed as circumstances develop rather than treated as a one off exercise.
Yes. We can help establish what arrangements should be considered within your wider estate plan and coordinate the preparation of wills and lasting powers of attorney with appropriate legal professionals. Our role is to ensure these documents are not considered in isolation, but form part of a coherent approach to your family, assets, ownership structures and wider financial affairs.
Yes. Internationally mobile clients frequently have residences, assets, businesses or family members across several jurisdictions. This can make estate planning considerably more complex. We coordinate the relevant expertise across jurisdictions so that the different elements of your affairs can be considered together, rather than approaching each country independently.
The two are closely connected. Asset protection considers how wealth is owned, structured and protected, while estate planning considers its continuity, control and eventual transfer. Looking at both together allows decisions made today to support not only the protection of wealth during your lifetime, but also its orderly preservation and transfer to future generations.
Introduction
Tell us a little about yourself and what you would like to achieve. Every enquiry is considered personally and confidentially by Sutterson Reed.
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