Tailored and tax-efficient, offshore estate planning services support CPAs with seamless trust and wealth-transfer advisory. We structure clear strategies for business succession, estate management, and wealth protection, backed by Australian compliance.
Estate plans structured for SMEs and families
Client satisfaction with succession outcomes
Reduction in in-house drafting time
setup fees or long-term obligation
Our outsourced estate planning services, performed by experienced CPAs and accounting professionals to accountants include integrated legal structure reviews, tax forecasting, and succession blueprints, the very essence of minimal complexity, compliance, and clarity. We assess individual and corporate holdings, model trusts, and analyse entity structures to recommend the best tax-efficient path for wealth transmission under Australian legislation. Each plan also incorporates predictive scenario modelling for critical life events such as death, exit, or ownership realignment to preserve client value and mitigate risk.
We provide your firm with branded documentation and technical summaries in line with ATO standards and the formats preferred by your firm. Succession timelines and beneficiary mapping, through governance structures, flowcharts, and legal instruments deliverables, are geared toward easy implementation under your firm's label.
For firms servicing multigenerational or family-owned businesses, we take care of everything behind the scenes, from setting up discretionary and testamentary trusts to liaising with legal and tax counsel. Our offshore estate planning support services relieve the allowance and delivery capacity of your advisors, thereby supporting consistent delivery across the yield of high-end legacy planning services to client portfolios.
Give your clients peace of mind with tailored estate and succession plans branded for your firm and backed by offshore support. From trust setup to tax efficiency, we handle the back end so your team can lead with confidence.
Our offshore estate planning support covers the full lifecycle from wealth mapping and structural setup to implementation and compliance. We assist in preparing trust deeds, succession strategies, and estate tax projections, all formatted to your firm’s standards and compliant with Australian laws.
Whether it’s securing family wealth, structuring intergenerational business transitions, or meeting ATO requirements, we act as your back-office partner to deliver clear, reliable outcomes. Each plan incorporates detailed entity reviews, financial assessments, and scenario planning to help CPAs navigate complexity with confidence.
Helping CPA firms deliver strategic, tax-compliant estate planning at scale without adding overheads. We support CPAs with white-labeled documentation, ongoing advisory services, and operational execution oriented towards helping with generational wealth preservation.
Our offshore estate planning team works hand in hand with your client engagement model to give your firm the option of offering sophisticated trust and succession advice under its own brand. We carry out intensive research ranging from ATS rules to entity structuring and asset protection strategies so that your clients can focus on engaging in discussions with greater value.
We also produce documentation that is fully compliant and branded, along with compliance reviews that are meant to shoulder the back-office burden from your firm and yet leave room for trust and estate plans that meet legal requirements.
In analysing client situations and making recommendations for the most appropriate structures, tax and legal reasoning is provided in full.
Trust deeds or succession road map, and compliance schedule would be styled with your firm's identity.
Testing for scenarios such as alternative events, death, disability, or asset transfers will help provide strength to the estate plan.
Safer estate plans through periodic reviews and updates aligned with legislative and ATO changes.
Engage us for once-off cases or give a retainer for bulk client portfolios and lifecycle updates.