Legacy
Planning for the future means thinking beyond assets to the mark you want to leave behind, and how your decisions today will shape the lives, values and opportunities of the next generation.
Our legacy offering brings together succession planning, next-generation support, philanthropy and charitable giving expertise to help families define, preserve and pass on what matters most.
What we offer:
- Protecting your wishes for the future: Succession and estate planning
- Preparing the next generation: Next-generation and family-office support
- Giving with purpose and impact: Philanthropy and charitable foundations
- Preserving family wealth and harmony: Legacy structures, wealth protection and long-term planning
Succession and estate planning
Protecting your wishes for the future:
- Bespoke wills and estate plans, structured to preserve wealth and family legacy for future generations.
- Creation and ongoing management of trusts or estate vehicles, asset protection, tax-efficiency and long-term flexibility.
- Powers of attorney and long-term planning to manage circumstances across life’s stages.
Next generation and family office support
Preparing the next generation:
- Structuring wealth and assets, with a view to seamless inter-generational transfer.
- Advising on family governance, protection of shared investments and preserving privacy and control for families with complex or international holdings.
- Co-ordinating wealth, business, and personal affairs through a unified, family-office approach.
"Our legacy offering brings together succession planning, next-generation support, philanthropy and charity expertise to help families define, preserve and pass on what matters most."
Legacy preservation and wealth protection
Protecting your position:
- Ensuring estate and wealth plans are resilient to legal, tax or regulatory changes.
- Providing conflict-resistant structures for families with complex assets or diverse holdings (property, business, international).
- Offering discreet, bespoke legal support tailored to high-net-worth and privacy-conscious clients.
Philanthropy and charitable giving advice
Giving with purpose and impact:
- Establishing charitable foundations or philanthropic trusts, helping you capture your values and ambitions for giving.
- Advising on structuring donations, trusts or legacy gifts in a tax and estate efficient manner.
- Helping integrate charitable giving into estate plans and trust structures for long-term, sustainable impact.