Succession planning is a critical aspect of family office setup. For family business owners, it ensures a smooth transition and prevents ownership disputes. Adam Global assists in creating a succession plan using various strategies such as buy-sell agreements, offshore foundations or trusts, family confined partnerships, private annuities, management purchases, direct sales, or gifts.

Adam Global understands that unplanned transfers, especially those triggered by death, can be detrimental to your business and potentially disruptive for your family. Therefore, business continuation planning is a key focus area, ensuring a smooth transition between you and your business’s future owner.

Adam Global also offers asset management services to help clients grow and protect their wealth. We provide access to a wide range of investment opportunities across various asset classes, including equities, bonds, real estate, and alternative investments. Our team of investment professionals uses a disciplined approach to investment management, focusing on long-term strategies that align with the client’s risk tolerance and financial goals. We provide comprehensive asset management solutions that include investment management, financial planning, and risk management.