Planning for the future

All businesses and families should have a tailored  and clearly articulated succession plan. That may include making informed decisions about who will lead your business into the future, or how your family wealth will be distributed to and protected by the next generation. Planning for the future is of paramount importance.

At Slomoi Immerman Partners  we have helped many businesses and families address many of the deeply personal issues that can come to the surface at this time. Having these (sometimes) difficult conversations early is what ensures your family wealth and future business interests are protected and optimised.

We work with a range of external advisors across legal, wealth management and philanthropic services to ensure your succession planning requirements are fully identified, addressed and documented for the future.