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Business Succession & Estate Planning

Effective business succession planning, structuring and estate planning requires broad thinking to create tailored solutions for businesses, individuals and families. Our professionals have extensive experience in the delivery of all aspects of estate planning; from the conception and implementation of the estate plan to the eventual administration of the estate to a broad range of clients with diverse requirements.

Whether you are concerned about wealth preservation or business structure, BM&Y is able to provide a sophisticated outlook of the future. We offer practical advice on matters such as insurance, employee benefits and property as they relate to business and estate planning.

  • Savings and investments
  • Pensions and retirement planning
  • Personal financial protection
  • Estate planning