PRIVATE ADVISORY · 03
The wealth you build should outlast the decisions you delay.
Legacy & Estate Planning
OVERVIEW
Generational wealth is not an accident. It is the product of deliberate structures, clear intentions, and governance frameworks that hold across time, circumstance, and family complexity. This engagement is for individuals and families who are beginning to think seriously about how their wealth transfers, and what happens to it in the decades after them. It is a focused advisory session on the structures that protect, govern, and move wealth across generations.
DELIVERABLE
Legacy Strategy Report & Structural Recommendations
LED BY
Accredited Wealth Manager
WHAT THIS ENGAGEMENT COVERS
01
Trust & family structure review
An assessment of existing structures or guidance on which structures are appropriate for your circumstances.
02
Succession planning
A review of how ownership and control of assets will transfer, and whether the current arrangements reflect your intentions.
03
Intergenerational transfer strategy
Guidance on timing, method, and structure of transfers to optimise both tax efficiency and family impact.
04
Governance framework overview
An outline of the decision-making structures and protections that can be put in place to govern family wealth over time.
WHY IT MATTERS
The conversations most families never have are the ones that determine what survives across generations. Wealth that is deliberately structured, governed, and transferred is fundamentally different from wealth that is simply accumulated and left.
Estate planning is not a conversation reserved for the elderly or the ultra-wealthy. It is relevant any time you have assets, dependants, or intentions that you want protected. The earlier it is addressed, the more options are available.
Structures like trusts are not exotic arrangements. They are practical legal tools that exist precisely to protect assets from fragmentation, tax, and dispute. Understanding which structures apply to your situation, and building them before they are urgently needed, is one of the highest-value decisions a family can make.
WHO THIS IS FOR
This engagement is for individuals and families who have built meaningful wealth and are ready to think carefully about what happens to it. It is also valuable for those navigating significant life changes, a new marriage, a growing family, or the ageing of a parent, where the question of structure becomes urgent.
REQUEST THIS ENGAGEMENT
Ready to begin?
Share a few details and we will follow up to confirm scope and answer any questions before anything is formalised.
Accredited Wealth Manager · Deliverable: Legacy Strategy Report & Structural Recommendations