Where We Help

Green Marker offers enterprising families and individual clients strategic wealth continuity guidance in relation to:

Family Enterprise Continuity and Succession

We help you by evaluating how estate and wealth transfer plans are affected by family dynamics.

Tax and Estate Planning

We advise on tax, trust and estate planning strategies that can help preserve your wealth for the next generation.

Credit and Banking Advisory

We help you understand the role of credit as a financial and estate planning tool, support you with structuring credit applications, analyze term sheets and provide strategic and tactical banking advice.

Family Education and Financial Literacy

We develop and deliver bespoke sessions and educational programs based on your family members’ needs, goals, life stage and fluency level in the subject matter.