Private Wealth, Succession & Legacy Planning
Our Private Wealth and Succession Planning practice advises individuals, family business owners, professionals, investors, and families on the protection, preservation, and orderly transfer of wealth across generations. We provide integrated advisory under both conventional law and Islamic (Shariah) inheritance and wealth management principles, ensuring that clients’ assets are distributed in a manner that is legally sound, tax-efficient, and aligned with either personal, family, and religious values. We guide clients through lifetime wealth structuring, estate planning, family governance, and post-death estate administration.
Our services include drafting of conventional wills under the Ugandan succession legal regime, drafting sharia compliant wills in accordance with Islamic inheritance principles, testamentary trusts for minors and vulnerable beneficiaries, and review and update existing wills as well as advise on inheritance distribution and estate structuring.
We provide specialized advisory on legal ventures used to preserve and manage family wealth across generations and also asset founders and family enterprises to ensure smooth leadership and ownership transition.
We support our clients in their undertaking of lifetime wealth transfers and asset protection, where we offer advisory on lifetime gifting and property transfers, joint ownership, and survivorship structuring.
We further represent executors, administrators, trustees, and beneficiaries in estate administration, where we undertake processes to acquire letters of probate and letters of administration. We also represent families in sensitive inheritance and estate disputes.