Here at Hennessy and Associates we believe that it is essential to arrange your succession in terms of the distribution of your estate, assets and finances, in order to lighten the burden of your passing on your family and your dependents. This is usually a delicate and often convoluted process which is further complicated if you are living outside your home country, especially if you have business interests and/or dependents both at home and abroad, with the added confusion of different tax regulations in each jurisdiction.

Here at Hennessy and Associates we are experts at conducting a thorough evaluation of your financial assets, and consulting with you in order to get to know your unique set of personal circumstances and family dependents. We will then guide and advise you on the most appropriate Estate and Succession Planning options, and we will help you to draw up your Will, making sure that you make the right decisions in order to minimize your exposure to tax, while ensuring that your dependents are taken care of in the event of your passing.

We can advise you on:

  • Power of Attorney
  • Making up a Will
  • Living Trusts
  • Estate Planning
  • Asset Division
  • Debt Insurance
  • Beneficiary Designations

Contact us if you are looking for exciting investment opportunities and help with managing your financial affairs