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遗产规划是对我们的生前财产/死后遗产的管理和处置进行规划。家庭的成员的复杂性和资产持有人的主观意愿往往是遗产规划进行的主要原因和不可忽视因素。 我们根据每一位客户的生前具体目标和身故最终意愿为其制定详细而周密的遗产计划。 我们将使用遗嘱、信托或保险等方法,通过制定完善的遗嘱和完整的实施策略,达到遗产价值最大化,减少税收和相关费用。同时帮助客户确保受益人可按其遗愿继承相关财产。 我们看到很多由于生前没有做好遗产规划,导致后来家庭矛盾锐化,财产继承受损,甚至闹上法庭,亲人之间反目成仇。而这些问题其实都是可以通过完善的遗产规划来规避的。

Consulting WP – we help companies assess their skills and choose a new direction which utilizes the talents of the team and resources most productively.

Safety net & build wealth

You can transform your business to a revenue-producing asset that lets you work as much or as little as you want.

Business planning & strategy

Our clients are often surprised by the possibilities we present to them; by thinking outside the box we present exciting new ventures:

  • Work fewer hours — and make more money
  • Attract and retain quality, high-paying customers
  • Manage your time so you’ll get more done in less time
  • Hone sharp leadership skills to manage your team
  • Cut expenses without sacrificing quality
  • Automate your business, so you can leave for days,

Research beyond the business plan

We also ensure that the whole team is included in the process and that no one is left out during the turnaround. The most crucial part is ensuring some degree of financial stability during the turnaround.

This is the most worrying part for most clients going through or needing a turnaround; it means that incoming cash flows will change completely. We help ease these issues through fantastic financial projections and a realistic view of what can be accomplished.

Creating a list of potential qualified prospects for your service or product can be daunting when you’re beginning your business. However, this needs to be considered as a follow up on your Target Market Analysis so you can hit the ground running.

Business plan market

A strong business plan requires going beyond intuition and experience, and supporting your idea with fact-based market research. Investors need to have confidence in your understanding of the market, so don’t let yourself down by skimping on research. We have access to fee-based, subscriber-only resources such as:

  • Don James/Semplice – Article and News Research
  • VoltageBusiness – Company and Industry Research
  • Goovers – Company and Industry Research
  • IRISpace – Article and News Research
  • Lexos-Nexos – Company, Industry, Market Research
  • Plombett – Article and News Research
  • Pronounce – Market Analysis report “Slices”

Competitor research & analysis