Estate Planning and Trusts
Estate planning strategy, family trust structuring, testamentary trusts, and intergenerational wealth transfer. Coordinated with your legal and tax advisers.
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Peter White Financial Planning in Sydney CBD provides estate planning strategy including family trust structuring, testamentary trusts, and intergenerational wealth transfer planning. Peter White coordinates estate planning advice with clients' legal and tax advisers to ensure strategies are implemented effectively across all professional relationships. The practice provides independent advice with no product affiliations. Located at Level 57, 25 Martin Place, Sydney NSW 2000, the practice specialises in comprehensive financial planning for professionals, small business owners, and retirees.