My
Succession
by Accord
Crafting Lasting Legacies
Shape your generational legacy with 'My Succession' by Accord. From strategic planning to family engagement, we ensure your legacy thrives across generations
My Succession
Generational Legacy Planning
Your legacy is more than just financial assets—it's the culmination of your life's work, values, and aspirations. With 'My Succession,' we provide the stewardship required to ensure this legacy is not only preserved but thrives across generations.
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Accord understands the complexities of transitioning wealth and values, and we're here to be your trusted guide in this deeply personal journey.
Service Inclusions
Super Death Benefit Nominations
Expert guidance on distributing superannuation death benefits to beneficiaries and preparation of SMSF Wills by our solicitor acting on our instructions.
Estate Planning Consultation
Expert guidance to protect your wealth and safeguard it for your family “bloodline”.
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Tax Planning for Succession
Strategies to bring scattered assets under one cohesive structure, enhancing management efficiency.
Legal Document Preparation
Following consultation with you in respect of your Estate Planning needs, we assist with the drafting of key legal documents such as wills, enduring powers of attorney and guardianship, and trusts with our preferred solicitors acting on your instructions.
Family Meetings & Mediation
Facilitation of family discussions to ensure clarity, understanding, and consensus on succession matters.
Asset Structuring
Recommendations on how to best structure your assets for efficient tax planning, creditor protection and protected transfer for succession.
Service Benefits
Strategic Legacy Planning
Craft a vision for your wealth that serves present and future generations.
Smooth Wealth Transition
Ensure the next generation in your family receives your legacy exactly the way you want them to.
Tax-Efficient Succession
Implement structures that reduce the tax liabilities during the wealth transition phase.
Asset Protection
Safeguard your legacy from any unforeseen circumstances or liabilities.
Guidance on Legal Compliances
In conjunction with our preferred solicitors, we assist you stay updated and compliant with the evolving legal landscape of estate and succession planning.
Holistic Family Engagement
Engage every family member in the succession process, ensuring alignment in values and objectives.