Your life is precious – and it’s worth planning for and protecting.
Because we help you understand how to be in control of your financial future, management of your personal and financial matters becomes as simple and stress-free as possible. If you’re serious about estate planning for your loved ones, that means complete peace of mind.
At Tribeca Financial, our goal is to ensure you are in a positive position – on track to meet both your short and long-term goals, while still feeling financially free to enjoy life now. When you are in control of your finances, you have the capacity to absorb a financial shock – and that means no more sleepless nights and the reality of a secure financial future.
A solid estate plan is so much more than a Will.
We create strong strategies to manage the disbursement of your assets, with a firm focus on beneficiary nominations that protect the needs of the people you care about most.
Because life changes, a good estate plan is reviewed annually.
Marriage, children, divorce, children, blended families, death, financial position and business assets all leave an impact, and with regular reviews, we ensure your estate planning is always up-to-date.
You’ve worked hard for what you have got, so taking care of your valuable financial assets is a sensible way to manage your estate planning in a way that’s transparent, secure and strategic. By taking steps to ensure your estate planning is done properly, you can ensure your financial legacy is not eroded through costly court battles caused by in-fighting with family members or third parties and protect your wealth – for life.
Our network of trusted lawyer partners can write your estate plan up into a legal Will, or, alternatively, you can invite us to work with your existing lawyer, to ensure they have all the right information for your estate planning and beneficiary nominations.
Develop a strong estate plan with us
Learn more about our services
Subscribe to our newsletter
Stay in the loop with the latest tips on financial wellbeing