Estate Succession Planning

Thousands of years ago, a Chinese academic penned the adage “Fu bu guo san dai”: ‘Wealth never survives three generations.”  This is true unless a successful estate transition plan is adopted to protect your assets and wealth position.

DLK Advisory are experts in assisting families transition wealth through generations with effective estate and inter-generational planning strategies.

Business Succession Planning

Many businesses struggle to effectively manage succession through to the next generation or external parties. DLK Advisory has a wealth of experience assisting businesses implement succession plans to protect value and maximise the exit process.

Call us / request an appointment / ask a question