Wealth management does not have to be a rigorous, time-consuming endeavour. Understanding the key principles of effective succession planning and management initiative and working with experienced lawyers who have a solid track record will ensure that such an initiative meets all of the individual’s objectives. At Kenna Partners, we provide our Clients with a capable team ranging from our internal experts in estate planning, succession documentation, preparation of wills and testaments, administration of estates, trusts, custodianships and guardianships and the preparation and filing of Federal and State Estate Tax returns to our external partners who include financial advisors, insurance companies, investors, private equity firms and accounting firms.
Our team creates plans that consider the minute details that often get left out in the process of wealth management. We put in the work so that our Clients sit back and reap the fruits of their labour. Our tailored wealth management plans detail a range of assets from real estate, investments, art, and even digital assets as well as the maximisation of these assets. Our plans also take into consideration health care, minor protection, pet protection, asset protection, and even corporate succession. All these are achieved through the use of creative solutions that reduce tax burdens and maximise efficiency.
Our practice involves helping Clients identify an innovative asset transfer approach for the transfer of their assets to beneficiaries whilst reducing their tax exposure. We develop legal structures, such as specialised trusts and limited liability companies, to implement management plans for wealth protection. Succession planning is a key aspect of the services we offer our family business Clients as we understand the need to design and implement bespoke structures for a successful transfer of ownership and control for succeeding generations.
Our practice also includes proffering advice and assistance to our Clients on charitable giving and private foundations and the division of their assets to these organisations to manage estate tax liabilities. In addition, we represent private foundations on the administration, compliance and fund-raising methods.
We provide a broad range of expert advice which covers real estate investments, long-term financial and estate planning requirements, as well as addressing more immediately personal, financial, estate or trust-related matters. We assist executors and trustees in the administration of complex estates and trusts. We also handle estate and trust-related litigation, working in synergy with our Dispute Resolution unit.
Our lawyers in the Dispute Resolution department also represent executors and beneficiaries in contested court matters involving the administration of estates and trusts and validity of estate planning documentation. We also represent beneficiaries of estates and trusts seeking to assert their rights in accounting and other proceedings by contesting the exercise of a fiduciary’s discretion as a breach of trust.
Aspects of our Wealth and Estates practice include:
We have in the last decade met and exceeded our Clients’ expectations in handling complex estate administration and trust matters. Our firm adopts an integrated collaborative approach, where lawyers with decades of experience in administration and trust, corporate legal advisory, and dispute resolution work together to provide a highly sophisticated and cost-effective service to the clients.
We are proud that we take an all-encompassing approach towards ensuring that you and your family live a comfortable and carefree life and to that end, we liaise with the best financial advisers and estate managers.