Business Succession Planning

With the dynamic economies and the volatile financial markets, protection and growth of wealth through business is becoming crucial for the business owners. GWC acts as the interim CFO to businesses primarily family owned businesses and acts as a catalyst to help them build, preserve and intelligently transfer family business wealth and legacy thereby to the right successor.

GWC together with our team of associate professionals audits and manages the financial matters of client business families in complete order.

How we help in Business Succession Planning?

  • We follow an integrated model to assess and analyze the financial matters inclusive of investments, ownership structures, transfer strategies and also tax structures.
  • Risk Management is done to ensure the family is protected and secure.
  • Details are worked on money management, diversification and also consolidate reporting of each business member.
  • Coordination between the professional advisors, legal team, accountants, investment and insurance advisors – to understand if the business & family objectives are in sync.
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Our aim at Gera Wealth Creatures is to introduce and excel one of you on the path of financial abundance. We follow a very clinical yet holistic approach towards financial planning and investment management. We ensure a transparent & confidential relationship.