Planning for the future requires foresight and precision. At Prism Capital Partner, we help clients prepare for life after work through tailored retirement plans that guarantee financial independence and stability. Beyond retirement, we also provide estate planning services that ensure wealth is transferred efficiently and tax-effectively to the next generation. Our advisory covers wills, trusts, and succession planning, giving clients confidence that their legacy will be protected and their loved ones provided for. We also support philanthropic aspirations by helping clients structure charitable foundations and endowments.
Retirement Planning – Pension schemes, annuities, and retirement income strategies tailored to client needs.
Estate Structuring – Advisory on succession planning, wills, and trusts to safeguard family wealth.
Tax-Efficient Transfers – Structuring assets to minimize tax exposure during wealth transfer.
Philanthropy Advisory – Guiding clients in setting up foundations, endowments, and charitable giving structures.
