Estate Planning & Management

Refinery Capital Management is an investment family, and family is important to us. Refinery Capital Management approach each estate on an individual basis as opposed to processing generic agreements.

The estate planning process includes correctly drafting a will, nominating an executor, ensuring investment continuity and where applicable creating trusts in which to manage assets.

Estate plannings an on-going process. Refinery Capital Management recommend you re-visit your estate planning should one or more of the following occur:

• You get married
• You get divorced or separate from your partner
• You adopt or have a new child
• You acquire a new, valuable asset
• You open a new business
• Your wealth grows substantially

Refinery Capital Management – Investment Management Refined