Family Wealth Planning

Structures and governance designed to carry wealth across generations.

From holding structures and governance
to the timing of transfer.

How assets are held, how income is distributed, when inheritance is triggered, whether the next generation is ready — these questions are linked, and need to be considered together before the structure is fixed.

Building structures that endure across generations — that is the Legacy in our brand DNA.

Structure first

Working with lawyers, accountants and trustees, we settle the holding structure and governance rules before discussing portfolio allocation. Doing it the other way round usually means doing it twice.

WHAT WE PLAN

Three layers of arrangement.

Holding structure

Who holds it

Trusts, holding companies or policies used to shape how assets are held and how tax residency is arranged.

Governance

How decisions get made

Family council and decision rules, so the next generation inherits a system rather than an emergency.

Transfer timing

When to hand over

Phased transfer that balances liquidity needs against the tax efficiency of succession.

We also help the next generation
take part in the family's wealth.

Beyond the assets themselves, we help families build the next generation's understanding of and involvement in wealth management.