We recommend reviewing your will at least every 2–3 years, and after major life events such as marriage, divorce, birth of children, changes in residency, or significant changes in the law. If you have assets or heirs in multiple countries, regular reviews with your advisors help you to create a will that remains effective and compliant across all relevant jurisdictions.

Marriage contracts determine how assets are owned and distributed, which is crucial for blended families and cross-border marriages. Our team works with you and your advisors to ensure your marriage contract aligns with your estate planning goals and meets legal requirements in all applicable countries.

For business owners, succession planning should address leadership transitions, ownership structures and tax implications in every country where your company operates. We collaborate with you and your advisors to design succession arrangements that facilitate smooth transitions and protect your interests globally.

A family office centralizes the management of wealth, investments and succession planning, which is especially beneficial for families with complex or international needs. Drawing on insights from our global family office survey, we help you implement best practices and customize solutions to support your family’s legacy worldwide.

Estate planning involves legal, tax and financial considerations that vary by country. Coordinating with your advisory team ensures your plan is comprehensive, compliant and tailored to your family’s unique situation—minimizing risks and maximizing benefits.