Choose another country or region to see content specific to your location

Choose another country or region to see content specific to your location

Pacific Wealth Succession Plan

A Pacific Wealth Succession Plan is a trust arrangement where business partners agree to transfer their portions of business shares to surviving partners in the event of each other’s death.

*Click links for information on our Family Office & Dynasty Perpetual Trust*

Family Office

Family Office Trust

Family Office Trust Structure

Dynasty Perpetual Trust

We offer dynasty perpetual trust services to our clients. A family trust is set up to hold a family’s assets. The setting up of this trust can avoid issues such as challenges to the will following a death of a senior member of the family.

Trust Us To Safeguard Your Future – Expert trustee services tailored for you.

Say Hello !

Do you have questions, concerns, or need more information? We’re here to assist!