Legacy Planning

Our clients’ concerns often transcend beyond purely financial matters. They also think about the impact of wealth on their families and future generations. We support our clients to solidify values and goals, prepare the next generation for important tasks, and help to transfer and preserve their fortune in line with their planned legacy.

Legacy planning goes beyond trust and estate planning and includes taking a multi-generational perspective, developing a family mission statement that reflects the family members’ core values, family governance, as well as preparing and involving the next generation.