Inter­generational Planning

The success of one generation can provide a challenge in terms of whether the wealth that is accumulated is passed on to succeeding generations. You may be concerned to see that:

  • The wealth you have accumulated is not squandered by future generations;
  • Wealth is evenly distributed amongst your beneficiaries;
  • Funds are applied for certain philanthropic disciplines or organisations important to you;
  • Funds be invested under appropriate stewardship to provide future generations with an income stream;
  • Wealth is distributed in a manner that ensures that beneficiaries learn the value of money and certain life skills.
  • Your family has a cohesive financial plan and adviser that looks after your entire family.

We provide a specialised service catering to family groups with combined net wealth of in excess of $5 million.