what we do

Estate planning strategies

Whilst often considered a morbid topic, having a strategy in place post-death can save many heartaches and arguments for the surviving family/friends.

Particularly when kids are involved, serious thought needs to be given as to what would happen to the transition of wealth and who would be responsible for their welfare. Having strategies in place will provide comfort and clarify for grieving friends and family, as well as direction for your appointed advisors.

The team at Montara Wealth work with you and your legal advisors to put in place the necessary structures to ensure your wishes are carried out.

How we work with you

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