Planning for the future is integral to the work that Lanteri Partners Group does with our clients. All of our services are based on understanding the client’s circumstances, objectives and goals for the future.
Wills and Estate Planning is an essential cog in comprehensive and complete financial planning. However, this is an area that many people – and organisations – fail to consider. Often wills do not allow for complex personal and business arrangements, such as trusts and companies, directorship issues, extended families and international assets.
Lanteri Partners wants to ensure that you and your personal and business interests are protected in all circumstances. Being a holistic practice means that we know each client’s history, current circumstances and goals for the future. It also means we bring taxation, superannuation, investment, legal and financial planning expertise to estate planning.
We don’t just provide standard wills and estate planning solutions – we challenge you and we ensure that you understand and consider the opportunities and implications of estate planning decisions.
This comprehensive approach ensures that your will and estate plans are right for you, are robust, and will stand up to probate and challenge