Access Expert Succession Planning Advice

While evaluating your succession planning needs, we may identify solutions where specific tax and legal advice is required to support your overall aims. While we, as the Bank, cannot offer formal advice of this nature, our Wealth Structuring team maintains a strong professional network. They can connect you with qualified advisors, define the necessary scope of work, and negotiate a suitable fee.

Disclaimer: The Bank provides clients with access to independent advisors but does not directly offer tax or legal services.