There is never any point in growing wealth without a plan for it's succession. As such many of our investment clients choose to have us build their estate plans and execute their wills. This is born out the confidence that has developed in the way we have handled their investment portfolios.

From complex structures such as trusts and holding companies to the most simplest of wills the Harvard House Group is adequately skilled with every resource to optimise clients financial affairs.

Harvard House Group has a dedicated deceased estate department with experience in executing hundreds of wills for clients of diverse situations. This experience is essential to minimize the length of time taken to settle estates in the current bureaucratic environment.