EG Waterfalls
Estate Planning
A waterfall never stops moving.
Cascading Generational Wealth
Estate planning is about far more than writing a Will. It is about ensuring everything you have worked hard to build continues to benefit the people you care about most.
Why waterfalls?
Wealth should keep moving.
Water begins at a source and continues its journey, supporting everything it touches along the way. Family wealth should work in exactly the same way.
Without proper planning, assets can become trapped — through unnecessary taxation, delays, disputes or poor succession arrangements. With the right planning, wealth continues its journey exactly as intended.
The Waterfall Client Journey
Four stages, one continuous flow
Every waterfall begins with a single drop.
We start by understanding your family circumstances, assets, wishes, objectives and risks — the source of everything that follows.
Outputs
Discovery Meeting
Estate Review
Initial Recommendations
Core services
01WillsEnsuring wishes are carried out and loved ones protected.02Lasting Powers of AttorneyProtecting decision-making during life.03Trust PlanningProtecting assets and future generations.04Inheritance Tax PlanningPreserving family wealth.05Business Succession PlanningProtecting family businesses and ownership structures.06Estate Planning ReviewsEnsuring plans evolve with changing circumstances.
Meet Eva Gordon · Principal Estate Planner
“For most people, estate planning is not really about money. It is about people.”
Eva helps families make sure the people they love are protected, the assets they have built are preserved, and their wishes are carried out exactly as intended.
About Eva
