Succession & Estate Management

Entrepreneurs and private individuals entrust ORCA Corporate Finance not only with the creation and preservation of their wealth but also with transferring their estates to the next generation. The complexity of this challenging task arises from dealing with a wide variety of asset categories and achieving the necessary agreement among the various interested parties, both family members and outside parties. In co-operation with our clients’ legal advisors, we guide the process of wealth succession, from initial considerations to final implementation.