We take the time to listen and understand the personal vision you have for the legacy of your wealth.
From this we create a written tailored Legacy Plan built around what is most important to you and your beneficiaries.
This is based on your life and captures your values, knowledge, experience and wisdom.
This is based on your material wealth and captures your financial net worth.
This is based on you contributing to causes and organisations in which you believe. It captures your desire to help others and defines how your wealth can make a difference.
The values you live by are your most important asset and provide a solid foundation on which your life is built. They define who you are and determine your behaviour.
This is the sum total of all the information, education and skills that you have acquired in your lifetime.
The experience you have gained in your life and what you have learnt are the most important lessons you can share with your beneficiaries.
Taking your values and adding your experience and knowledge creates wisdom. This wisdom provides sensible thinking and sound judgement.
We help you to establish a team of professional advisors who share your values and are willing to work together to translate your vision into action.
Your Legacy Team will work together to provide guidance and support for major financial decisions regarding investment, legal and tax matters.
Whether you have an existing team or are looking to form one for the first time, we are here to help.
We work to ensure your beneficiaries understand how to manage your accumulated wealth in their lifetime and how to protect it for future generations.
Wealth is created, preserved and protected. The beneficiaries are provided with guidance on how to manage their inherited wealth.
Having received their inherited wealth the second generation protect the legacy and add their own values, knowledge, experience and wisdom.
The third generation continue this process, managing the combined wealth to ensure that a meaningful and lasting legacy is protected and preserved for all future generations.
It is never too soon to start planning for the long term future of your wealth.
Get in touch to see how you can create a meaningful and lasting legacy for generations to come