As family wealth grows, jurisdictional entities are carefully structured in collaboration with experts and managed by fiduciary owners to maximize wealth preservation.  Throughout the estate planning process, various jurisdictional domain experts are consulted to advise the family members and fiduciary owners on legal, tax, financial, and regulatory risks and recommend approaches to mitigate these risks and optimize wealth preservation..  

While some assets are transferred to Holding Companies and Trusts, or transferred to individual beneficiaries during the lifetime of an owner, experts guide and assist the Executor during the estate settlement process.  These experts assess the tax implications of asset disposition and transfers on the estate and the recipients.    

The Family Legacy Continuity (FLC) platform is a secure venue for stakeholders to plan and settle the estate.  Simulation of ownership transfers helps identify the legal, tax, financial, and regulatory risks on all recipients of the assets, and for each recipient, an optimized approach is structured to mitigate the risks.